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 | $73,770 | $94,031-21.5% | $115,768-36.3% | $82,448-10.5% |
| Participation rate | 54.4% | 70.4%-16.0pp | 74.4%-20.0pp | 68.1%-13.7pp |
| Annual return | 11.02% | 20.61%-9.6pp | 100.46%-89.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $394 | $2,323-83.0% | $2,940-86.6% | $2,551-84.6% |
| Participant deferral / active EE | $2,038 | $3,972-48.7% | $4,917-58.6% | $4,139-50.8% |
| Admin fee / account holder | $8,688 | $10,249-15.2% | $12,439-30.2% | $7,234+20.1% |