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 | $66,717 | $117,859-43.4% | $102,438-34.9% | $145,959-54.3% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 7.76% | 31.72%-24.0pp | 29.37%-21.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $51 | $3,615-98.6% | $3,024-98.3% | $4,661-98.9% |
| Participant deferral / active EE | $2,242 | $5,732-60.9% | $5,054-55.6% | $6,689-66.5% |
| Admin fee / account holder | $1,661 | $13,318-87.5% | $9,448-82.4% | $13,398-87.6% |