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 | $86,273 | $86,949-0.8% | $102,460-15.8% | $80,959+6.6% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.7%-1.4pp |
| Annual return | 10.27% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $380 | $2,370-83.9% | $3,025-87.4% | $2,757-86.2% |
| Participant deferral / active EE | $2,330 | $4,121-43.5% | $5,056-53.9% | $4,300-45.8% |
| Admin fee / account holder | $1,065 | $8,048-86.8% | $9,460-88.7% | $6,925-84.6% |