Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,762 | $81,504-31.6% | $102,437-45.6% | $80,959-31.1% |
| Participation rate | 12.5% | 66.9%-54.4pp | 74.5%-62.0pp | 67.7%-55.2pp |
| Annual return | 9.50% | 25.60%-16.1pp | 24.95%-15.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $493 | $3,104-84.1% | $3,871-87.3% | $2,757-82.1% |
| Participant deferral / active EE | $1,761 | $3,871-54.5% | $5,060-65.2% | $4,300-59.1% |
| Admin fee / account holder | $826 | $6,719-87.7% | $8,388-90.2% | $6,925-88.1% |