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 | $57,571 | $72,269-20.3% | $101,271-43.2% | $79,852-27.9% |
| Participation rate | 51.7% | 68.5%-16.7pp | 75.8%-24.1pp | 69.6%-17.9pp |
| Annual return | 10.14% | 22.29%-12.1pp | 46.48%-36.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $558 | $2,692-79.3% | $3,660-84.8% | $2,471-77.4% |
| Participant deferral / active EE | $1,409 | $3,282-57.1% | $4,371-67.8% | $3,740-62.3% |
| Admin fee / account holder | $7,897 | $4,401+79.4% | $5,948+32.8% | $5,306+48.8% |