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 | $67,363 | $86,940-22.5% | $102,434-34.2% | $80,935-16.8% |
| Participation rate | 51.0% | 72.4%-21.4pp | 76.5%-25.5pp | 67.7%-16.7pp |
| Annual return | 8.31% | 18.89%-10.6pp | 29.46%-21.1pp | 35.66%-27.3pp |
| Employer contribution / active EE | $150 | $2,370-93.7% | $3,023-95.0% | $2,757-94.6% |
| Participant deferral / active EE | $2,571 | $4,121-37.6% | $5,055-49.1% | $4,299-40.2% |
| Admin fee / account holder | $735 | $8,047-90.9% | $9,462-92.2% | $6,924-89.4% |