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 | $77,562 | $79,557-2.5% | $118,746-34.7% | $70,124+10.6% |
| Participation rate | 59.3% | 71.4%-12.1pp | 78.3%-19.0pp | 69.5%-10.3pp |
| Annual return | 11.26% | 25.64%-14.4pp | 24.54%-13.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $495 | $2,861-82.7% | $4,193-88.2% | $2,342-78.9% |
| Participant deferral / active EE | $1,979 | $4,089-51.6% | $5,332-62.9% | $3,332-40.6% |
| Admin fee / account holder | $533 | $5,374-90.1% | $10,720-95.0% | $4,645-88.5% |