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 | $83,384 | $97,550-14.5% | $120,344-30.7% | $87,485-4.7% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.7%-9.1pp | 68.9%-1.3pp |
| Annual return | 9.49% | 18.41%-8.9pp | 20.30%-10.8pp | 26.06%-16.6pp |
| Employer contribution / active EE | $268 | $2,291-88.3% | $3,020-91.1% | $2,596-89.7% |
| Participant deferral / active EE | $2,664 | $4,230-37.0% | $5,135-48.1% | $4,274-37.7% |
| Admin fee / account holder | $12,074 | $9,543+26.5% | $12,742-5.2% | $7,775+55.3% |