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 | $61,501 | $86,298-28.7% | $111,308-44.7% | $85,847-28.4% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 7.16% | 19.99%-12.8pp | 54.67%-47.5pp | 318.61%-311.5pp |
| Employer contribution / active EE | $454 | $2,044-77.8% | $2,732-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $3,025 | $3,641-16.9% | $4,487-32.6% | $3,952-23.5% |
| Admin fee / account holder | $7,525 | $8,189-8.1% | $7,965-5.5% | $6,261+20.2% |