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 | $63,711 | $54,541+16.8% | $78,778-19.1% | $70,126-9.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 12.19% | 21.07%-8.9pp | 35.62%-23.4pp | 73.15%-61.0pp |
| Employer contribution / active EE | $170 | $1,089-84.3% | $1,986-91.4% | $2,343-92.7% |
| Participant deferral / active EE | $1,393 | $2,210-37.0% | $2,958-52.9% | $3,332-58.2% |
| Admin fee / account holder | $26,251 | $3,709+607.8% | $5,134+411.3% | $4,645+465.1% |