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 | $44,619 | $101,798-56.2% | $165,071-73.0% | $80,935-44.9% |
| Participation rate | 67.1% | 71.8%-4.7pp | 78.6%-11.5pp | 67.7%-0.6pp |
| Annual return | 10.20% | 16.73%-6.5pp | 70.17%-60.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $785 | $2,954-73.4% | $4,347-81.9% | $2,757-71.5% |
| Participant deferral / active EE | $2,314 | $4,476-48.3% | $6,035-61.7% | $4,299-46.2% |
| Admin fee / account holder | $6,620 | $8,221-19.5% | $12,695-47.9% | $6,924-4.4% |