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 | $64,076 | $75,541-15.2% | $152,093-57.9% | $82,637-22.5% |
| Participation rate | 42.9% | 66.5%-23.7pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 11.45% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $293 | $2,622-88.8% | $4,175-93.0% | $2,552-88.5% |
| Participant deferral / active EE | $2,718 | $3,206-15.2% | $5,451-50.1% | $4,126-34.1% |
| Admin fee / account holder | $22,852 | $6,405+256.8% | $14,497+57.6% | $7,339+211.4% |