Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,385 | $95,453-10.5% | $112,040-23.8% | $82,448+3.6% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 7.83% | 23.92%-16.1pp | 24.52%-16.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $106 | $2,318-95.4% | $2,954-96.4% | $2,551-95.8% |
| Participant deferral / active EE | $3,109 | $4,224-26.4% | $5,098-39.0% | $4,139-24.9% |
| Admin fee / account holder | $19,422 | $9,013+115.5% | $12,098+60.5% | $7,234+168.5% |