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 | $80,701 | $101,752-20.7% | $164,928-51.1% | $80,911-0.3% |
| Participation rate | 55.1% | 71.8%-16.7pp | 78.6%-23.5pp | 67.6%-12.5pp |
| Annual return | 10.42% | 16.73%-6.3pp | 70.08%-59.7pp | 35.63%-25.2pp |
| Employer contribution / active EE | $622 | $2,953-79.0% | $4,343-85.7% | $2,756-77.4% |
| Participant deferral / active EE | $4,032 | $4,477-9.9% | $6,034-33.2% | $4,297-6.2% |
| Admin fee / account holder | $6,242 | $8,218-24.0% | $12,684-50.8% | $6,935-10.0% |