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 | $61,162 | $52,519+16.5% | $155,789-60.7% | $59,633+2.6% |
| Participation rate | 46.2% | 61.7%-15.6pp | 76.1%-29.9pp | 68.7%-22.5pp |
| Annual return | -3.24% | 53.51%-56.8pp | 71.54%-74.8pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,799 | $3,084+23.2% | $4,798-20.8% | $3,192+19.0% |
| Admin fee / account holder | $2,142 | $3,540-39.5% | $7,477-71.3% | $4,297-50.1% |