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 | $72,437 | $79,955-9.4% | $98,461-26.4% | $75,173-3.6% |
| Participation rate | 52.6% | 70.4%-17.7pp | 75.2%-22.5pp | 67.2%-14.6pp |
| Annual return | 12.72% | 19.75%-7.0pp | 21.17%-8.4pp | 160.72%-148.0pp |
| Employer contribution / active EE | $57 | $2,264-97.5% | $3,049-98.1% | $2,671-97.8% |
| Participant deferral / active EE | $1,747 | $3,752-53.4% | $4,738-63.1% | $4,126-57.7% |
| Admin fee / account holder | $604 | $6,841-91.2% | $8,961-93.3% | $5,651-89.3% |