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 | $56,548 | $102,422-44.8% | $147,117-61.6% | $80,959-30.2% |
| Participation rate | 69.6% | 75.9%-6.3pp | 82.2%-12.6pp | 67.7%+1.9pp |
| Annual return | 7.54% | 135.16%-127.6pp | 420.54%-413.0pp | 35.67%-28.1pp |
| Employer contribution / active EE | $804 | $3,717-78.4% | $4,932-83.7% | $2,757-70.9% |
| Participant deferral / active EE | $4,099 | $6,652-38.4% | $8,065-49.2% | $4,300-4.7% |
| Admin fee / account holder | $4,240 | $7,953-46.7% | $12,993-67.4% | $6,925-38.8% |