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 | $82,301 | $48,050+71.3% | $85,969-4.3% | $59,632+38.0% |
| Participation rate | 33.3% | 64.5%-31.1pp | 76.5%-43.2pp | 68.7%-35.3pp |
| Annual return | -3.91% | 0.29%-4.2pp | 9.32%-13.2pp | 2041.32%-2045.2pp |
| Employer contribution / active EE | $292 | $1,640-82.2% | $3,474-91.6% | $2,203-86.8% |
| Participant deferral / active EE | $1,975 | $2,249-12.2% | $3,829-48.4% | $3,192-38.1% |
| Admin fee / account holder | $915 | $3,206-71.5% | $6,053-84.9% | $4,297-78.7% |