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 | $85,183 | $101,795-16.3% | $165,100-48.4% | $80,959+5.2% |
| Participation rate | 39.0% | 71.8%-32.8pp | 78.6%-39.6pp | 67.7%-28.6pp |
| Annual return | 10.47% | 16.73%-6.3pp | 70.21%-59.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $791 | $2,954-73.2% | $4,348-81.8% | $2,757-71.3% |
| Participant deferral / active EE | $2,984 | $4,476-33.3% | $6,035-50.6% | $4,300-30.6% |
| Admin fee / account holder | $14,167 | $8,221+72.3% | $12,696+11.6% | $6,925+104.6% |