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 | $66,492 | $84,953-21.7% | $163,379-59.3% | $82,637-19.5% |
| Participation rate | 64.1% | 65.9%-1.9pp | 76.8%-12.8pp | 68.1%-4.0pp |
| Annual return | 10.81% | 23.07%-12.3pp | 63.41%-52.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,013 | $4,326-30.4% | $6,282-52.0% | $4,126-27.0% |
| Admin fee / account holder | $29,569 | $7,921+273.3% | $9,818+201.2% | $7,339+302.9% |