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 | $76,939 | $95,404-19.4% | $113,397-32.2% | $82,637-6.9% |
| Participation rate | 50.5% | 72.8%-22.3pp | 76.5%-25.9pp | 68.1%-17.5pp |
| Annual return | 10.19% | 19.08%-8.9pp | 23.20%-13.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,377 | $4,220-43.7% | $5,076-53.2% | $4,126-42.4% |
| Admin fee / account holder | $21,605 | $9,168+135.7% | $11,957+80.7% | $7,339+194.4% |