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 | $53,419 | $97,648-45.3% | $121,663-56.1% | $87,485-38.9% |
| Participation rate | 59.5% | 70.5%-11.0pp | 74.5%-15.0pp | 68.9%-9.5pp |
| Annual return | 11.25% | 18.03%-6.8pp | 147.54%-136.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $564 | $2,300-75.5% | $3,020-81.3% | $2,596-78.3% |
| Participant deferral / active EE | $2,255 | $3,923-42.5% | $4,887-53.9% | $4,274-47.2% |
| Admin fee / account holder | $10,611 | $11,100-4.4% | $14,289-25.7% | $7,775+36.5% |