Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,916 | $51,207+15.1% | $70,565-16.5% | $75,177-21.6% |
| Participation rate | 55.6% | 61.0%-5.4pp | 68.4%-12.8pp | 67.2%-11.6pp |
| Annual return | 10.58% | 30.05%-19.5pp | 32.79%-22.2pp | 160.75%-150.2pp |
| Employer contribution / active EE | $240 | $1,826-86.9% | $2,976-91.9% | $2,671-91.0% |
| Participant deferral / active EE | $1,148 | $2,850-59.7% | $4,568-74.9% | $4,126-72.2% |
| Admin fee / account holder | $18,594 | $4,097+353.8% | $6,430+189.2% | $5,651+229.0% |