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 | $93,399 | $154,228-39.4% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 8.33% | 74.59%-66.3pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $691 | $4,804-85.6% | $4,554-84.8% | $4,156-83.4% |
| Participant deferral / active EE | $4,295 | $8,216-47.7% | $7,897-45.6% | $6,407-33.0% |
| Admin fee / account holder | $3,089 | $14,344-78.5% | $13,129-76.5% | $12,270-74.8% |