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 | $54,637 | $81,487-32.9% | $102,412-46.6% | $80,935-32.5% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 8.86% | 25.60%-16.7pp | 24.94%-16.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $404 | $3,103-87.0% | $3,870-89.6% | $2,757-85.3% |
| Participant deferral / active EE | $4,287 | $3,871+10.8% | $5,060-15.3% | $4,299-0.3% |
| Admin fee / account holder | $1,163 | $6,717-82.7% | $8,388-86.1% | $6,924-83.2% |