Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,123 | $110,410-45.5% | $102,437-41.3% | $145,897-58.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 6.35% | 24.85%-18.5pp | 24.95%-18.6pp | 552.29%-545.9pp |
| Employer contribution / active EE | $510 | $4,217-87.9% | $3,871-86.8% | $4,663-89.1% |
| Participant deferral / active EE | $11,500 | $5,622+104.6% | $5,060+127.3% | $6,689+71.9% |
| Admin fee / account holder | $6,352 | $9,745-34.8% | $8,388-24.3% | $13,390-52.6% |