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 | $68,401 | $184,014-62.8% | $161,149-57.6% | $138,895-50.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 8.42% | 21.52%-13.1pp | 21.16%-12.7pp | 145.39%-137.0pp |
| Employer contribution / active EE | $345 | $5,055-93.2% | $4,360-92.1% | $4,194-91.8% |
| Participant deferral / active EE | $2,359 | $6,909-65.9% | $6,153-61.7% | $6,396-63.1% |
| Admin fee / account holder | $5,654 | $18,027-68.6% | $15,194-62.8% | $12,562-55.0% |