Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,973 | $65,367+25.4% | $92,915-11.8% | $72,976+12.3% |
| Participation rate | 49.1% | 68.3%-19.3pp | 76.0%-26.9pp | 69.5%-20.4pp |
| Annual return | 11.47% | 42.11%-30.6pp | 109.45%-98.0pp | 81.02%-69.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,558 | $3,128-50.2% | $4,238-63.2% | $3,608-56.8% |
| Admin fee / account holder | $1,973 | $4,251-53.6% | $5,796-65.9% | $5,124-61.5% |