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 | $56,870 | $81,358-30.1% | $155,556-63.4% | $80,959-29.8% |
| Participation rate | 51.4% | 66.3%-14.8pp | 78.2%-26.8pp | 67.7%-16.2pp |
| Annual return | 8.55% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $370 | $3,106-88.1% | $4,675-92.1% | $2,757-86.6% |
| Participant deferral / active EE | $3,108 | $3,455-10.0% | $5,631-44.8% | $4,300-27.7% |
| Admin fee / account holder | $4,403 | $7,994-44.9% | $15,885-72.3% | $6,925-36.4% |