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 | $76,980 | $80,985-4.9% | $96,576-20.3% | $75,181+2.4% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 12.47% | 27.05%-14.6pp | 25.87%-13.4pp | 160.69%-148.2pp |
| Employer contribution / active EE | $498 | $2,282-78.2% | $2,965-83.2% | $2,671-81.3% |
| Participant deferral / active EE | $2,171 | $3,929-44.7% | $4,851-55.3% | $4,126-47.4% |
| Admin fee / account holder | $9,776 | $6,719+45.5% | $8,253+18.5% | $5,650+73.0% |