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 | $87,983 | $103,392-14.9% | $87,104+1.0% | $152,897-42.5% |
| Participation rate | 35.7% | 79.4%-43.6pp | 76.9%-41.2pp | 82.5%-46.7pp |
| Annual return | 2.47% | 28.10%-25.6pp | 28.19%-25.7pp | 345.43%-343.0pp |
| Employer contribution / active EE | $142 | $3,221-95.6% | $2,521-94.4% | $4,764-97.0% |
| Participant deferral / active EE | $2,834 | $4,778-40.7% | $4,048-30.0% | $5,851-51.6% |
| Admin fee / account holder | $5,021 | $12,194-58.8% | $7,491-33.0% | $11,599-56.7% |