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 | $61,418 | $81,476-24.6% | $102,383-40.0% | $80,925-24.1% |
| Participation rate | 24.4% | 66.8%-42.5pp | 74.5%-50.1pp | 67.7%-43.3pp |
| Annual return | 9.34% | 25.59%-16.3pp | 24.94%-15.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $575 | $3,105-81.5% | $3,870-85.1% | $2,756-79.1% |
| Participant deferral / active EE | $2,459 | $3,871-36.5% | $5,060-51.4% | $4,299-42.8% |
| Admin fee / account holder | $4,908 | $6,717-26.9% | $8,391-41.5% | $6,940-29.3% |