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 | $83,345 | $117,895-29.3% | $102,460-18.7% | $145,897-42.9% |
| Participation rate | 29.2% | 78.6%-49.5pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 5.13% | 31.92%-26.8pp | 29.47%-24.3pp | 552.29%-547.2pp |
| Employer contribution / active EE | $400 | $3,619-89.0% | $3,025-86.8% | $4,663-91.4% |
| Participant deferral / active EE | $1,997 | $5,736-65.2% | $5,056-60.5% | $6,689-70.2% |
| Admin fee / account holder | $17,927 | $13,353+34.3% | $9,460+89.5% | $13,390+33.9% |