Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $101,633 | $110,137-7.7% | $161,149-36.9% | $82,637+23.0% |
| Participation rate | 65.5% | 72.4%-6.8pp | 78.8%-13.3pp | 68.1%-2.5pp |
| Annual return | 11.83% | 20.69%-8.9pp | 21.16%-9.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $575 | $2,856-79.9% | $4,360-86.8% | $2,552-77.5% |
| Participant deferral / active EE | $3,375 | $4,575-26.2% | $6,153-45.2% | $4,126-18.2% |
| Admin fee / account holder | $776 | $9,467-91.8% | $15,194-94.9% | $7,339-89.4% |