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 | $62,162 | $72,027-13.7% | $185,861-66.6% | $79,856-22.2% |
| Participation rate | 40.5% | 65.8%-25.3pp | 78.0%-37.6pp | 69.6%-29.2pp |
| Annual return | 1.35% | 23.13%-21.8pp | 35.96%-34.6pp | 31.71%-30.4pp |
| Employer contribution / active EE | $283 | $1,965-85.6% | $4,088-93.1% | $2,471-88.5% |
| Participant deferral / active EE | $1,539 | $3,780-59.3% | $5,634-72.7% | $3,741-58.9% |
| Admin fee / account holder | $5,260 | $4,513+16.6% | $9,503-44.7% | $5,306-0.9% |