Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,270 | $148,629-48.0% | $135,982-43.2% | $139,487-44.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.19% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $458 | $5,247-91.3% | $4,859-90.6% | $4,755-90.4% |
| Participant deferral / active EE | $2,830 | $8,102-65.1% | $7,760-63.5% | $6,713-57.8% |
| Admin fee / account holder | $19,357 | $12,406+56.0% | $10,767+79.8% | $11,407+69.7% |