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 | $51,506 | $87,132-40.9% | $105,624-51.2% | $80,959-36.4% |
| Participation rate | 64.6% | 70.4%-5.8pp | 75.3%-10.7pp | 67.7%-3.1pp |
| Annual return | 7.54% | 17.03%-9.5pp | 116.20%-108.7pp | 35.67%-28.1pp |
| Employer contribution / active EE | $610 | $2,397-74.6% | $3,168-80.8% | $2,757-77.9% |
| Participant deferral / active EE | $3,564 | $3,985-10.6% | $5,013-28.9% | $4,300-17.1% |
| Admin fee / account holder | $7,160 | $8,449-15.3% | $10,961-34.7% | $6,925+3.4% |