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 | $81,660 | $209,336-61.0% | $197,124-58.6% | $137,256-40.5% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 2.25% | 48.09%-45.8pp | 44.34%-42.1pp | 220.34%-218.1pp |
| Employer contribution / active EE | $822 | $6,591-87.5% | $6,227-86.8% | $4,156-80.2% |
| Participant deferral / active EE | $6,896 | $9,614-28.3% | $9,135-24.5% | $6,407+7.6% |
| Admin fee / account holder | $37,474 | $17,308+116.5% | $16,298+129.9% | $12,270+205.4% |