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 | $75,306 | $70,002+7.6% | $115,038-34.5% | $52,331+43.9% |
| Participation rate | 33.9% | 72.1%-38.2pp | 81.4%-47.5pp | 68.1%-34.2pp |
| Annual return | -2.38% | 4.04%-6.4pp | 26.14%-28.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $369 | $2,715-86.4% | $4,608-92.0% | $1,882-80.4% |
| Participant deferral / active EE | $3,694 | $4,920-24.9% | $6,026-38.7% | $3,022+22.2% |
| Admin fee / account holder | $2,183 | $566+285.7% | $8,175-73.3% | $592+269.0% |