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 | $85,724 | $63,861+34.2% | $104,614-18.1% | $79,858+7.3% |
| Participation rate | 64.3% | 64.9%-0.6pp | 74.1%-9.8pp | 69.6%-5.3pp |
| Annual return | 8.81% | 21.30%-12.5pp | 340.56%-331.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $42 | $1,588-97.4% | $2,681-98.4% | $2,471-98.3% |
| Participant deferral / active EE | $2,100 | $2,693-22.0% | $3,739-43.8% | $3,740-43.9% |
| Admin fee / account holder | $12,705 | $4,185+203.6% | $6,464+96.6% | $5,306+139.4% |