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 | $75,777 | $138,393-45.2% | $184,256-58.9% | $80,959-6.4% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.7%-2.0pp |
| Annual return | 9.67% | 20.01%-10.3pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,001 | $4,847-79.4% | $6,427-84.4% | $2,757-63.7% |
| Participant deferral / active EE | $4,002 | $7,076-43.4% | $9,133-56.2% | $4,300-6.9% |
| Admin fee / account holder | $14,245 | $10,489+35.8% | $13,899+2.5% | $6,925+105.7% |