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 | $83,643 | $99,633-16.0% | $183,328-54.4% | $82,448+1.4% |
| Participation rate | 51.9% | 70.8%-18.9pp | 77.3%-25.5pp | 68.1%-16.2pp |
| Annual return | 11.83% | 17.84%-6.0pp | 29.67%-17.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $220 | $3,256-93.2% | $5,055-95.6% | $2,551-91.4% |
| Participant deferral / active EE | $2,342 | $4,938-52.6% | $6,795-65.5% | $4,139-43.4% |
| Admin fee / account holder | $20,208 | $9,934+103.4% | $21,427-5.7% | $7,234+179.3% |