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 | $57,712 | $71,197-18.9% | $93,669-38.4% | $80,925-28.7% |
| Participation rate | 43.7% | 60.4%-16.7pp | 68.7%-25.1pp | 67.7%-24.0pp |
| Annual return | 6.05% | 11.27%-5.2pp | 133.59%-127.5pp | 35.65%-29.6pp |
| Employer contribution / active EE | $77 | $1,565-95.1% | $2,424-96.8% | $2,756-97.2% |
| Participant deferral / active EE | $3,828 | $4,036-5.1% | $4,416-13.3% | $4,299-10.9% |
| Admin fee / account holder | $9,961 | $6,959+43.1% | $8,291+20.1% | $6,940+43.5% |