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 | $76,374 | $76,696-0.4% | $96,515-20.9% | $71,511+6.8% |
| Participation rate | 32.5% | 66.6%-34.1pp | 74.3%-41.8pp | 67.9%-35.4pp |
| Annual return | 12.61% | 48.32%-35.7pp | 35.73%-23.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $207 | $3,032-93.2% | $3,740-94.5% | $2,589-92.0% |
| Participant deferral / active EE | $1,869 | $3,770-50.4% | $4,880-61.7% | $4,291-56.4% |
| Admin fee / account holder | $16,218 | $2,030+699.0% | $6,735+140.8% | $1,588+921.0% |