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 | $61,807 | $81,208-23.9% | $98,920-37.5% | $79,856-22.6% |
| Participation rate | 51.7% | 72.5%-20.8pp | 76.0%-24.3pp | 69.6%-17.9pp |
| Annual return | 3.31% | 60.99%-57.7pp | 196.47%-193.2pp | 31.71%-28.4pp |
| Employer contribution / active EE | $361 | $1,960-81.6% | $2,689-86.6% | $2,471-85.4% |
| Participant deferral / active EE | $5,334 | $3,265+63.4% | $4,245+25.7% | $3,741+42.6% |
| Admin fee / account holder | $14,607 | $6,013+142.9% | $6,643+119.9% | $5,306+175.3% |