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 | $76,141 | $77,908-2.3% | $149,696-49.1% | $75,173+1.3% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.8%-36.4pp | 67.2%-24.8pp |
| Annual return | 10.22% | 31.73%-21.5pp | 134.46%-124.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,379 | $3,411-30.3% | $5,682-58.1% | $4,126-42.3% |
| Admin fee / account holder | $683 | $5,950-88.5% | $13,212-94.8% | $5,651-87.9% |