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 | $96,591 | $95,453+1.2% | $112,040-13.8% | $82,448+17.2% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.5%-42.4pp | 68.1%-34.0pp |
| Annual return | -7.06% | 23.92%-31.0pp | 24.52%-31.6pp | 41.64%-48.7pp |
| Employer contribution / active EE | $599 | $2,318-74.1% | $2,954-79.7% | $2,551-76.5% |
| Participant deferral / active EE | $4,184 | $4,224-0.9% | $5,098-17.9% | $4,139+1.1% |
| Admin fee / account holder | $5,942 | $9,013-34.1% | $12,098-50.9% | $7,234-17.9% |