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 | $68,543 | $76,551-10.5% | $123,894-44.7% | $62,881+9.0% |
| Participation rate | 55.0% | 73.0%-18.0pp | 81.4%-26.4pp | 69.3%-14.3pp |
| Annual return | 5.77% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,836 | $4,840-41.4% | $5,984-52.6% | $3,203-11.5% |
| Admin fee / account holder | $5,311 | $4,826+10.1% | $8,357-36.4% | $4,296+23.6% |