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 | $62,332 | $51,466+21.1% | $78,778-20.9% | $62,293+0.1% |
| Participation rate | 20.9% | 59.8%-38.9pp | 69.2%-48.3pp | 69.5%-48.6pp |
| Annual return | 10.14% | 19.96%-9.8pp | 35.62%-25.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,160 | $2,147-46.0% | $2,958-60.8% | $3,169-63.4% |
| Admin fee / account holder | $2,415 | $489+393.5% | $5,134-53.0% | $479+403.7% |