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 | $84,431 | $78,428+7.7% | $95,960-12.0% | $79,852+5.7% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.1%-41.8pp | 69.6%-34.3pp |
| Annual return | 6.53% | 19.37%-12.8pp | 91.63%-85.1pp | 31.72%-25.2pp |
| Employer contribution / active EE | $103 | $1,945-94.7% | $2,541-95.9% | $2,471-95.8% |
| Participant deferral / active EE | $3,632 | $3,440+5.6% | $4,167-12.8% | $3,740-2.9% |
| Admin fee / account holder | $23,207 | $5,622+312.8% | $6,797+241.4% | $5,306+337.3% |