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 | $67,837 | $114,712-40.9% | $173,730-61.0% | $87,485-22.5% |
| Participation rate | 30.8% | 73.0%-42.2pp | 79.6%-48.8pp | 68.9%-38.2pp |
| Annual return | 9.64% | 20.18%-10.5pp | 19.96%-10.3pp | 26.06%-16.4pp |
| Employer contribution / active EE | $216 | $2,904-92.6% | $4,577-95.3% | $2,596-91.7% |
| Participant deferral / active EE | $2,170 | $4,642-53.3% | $6,326-65.7% | $4,274-49.2% |
| Admin fee / account holder | $117,723 | $10,210+1053.1% | $17,523+571.8% | $7,775+1414.2% |