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 | $77,565 | $111,878-30.7% | $93,727-17.2% | $145,897-46.8% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.3pp | 80.3%-43.9pp |
| Annual return | 5.17% | 204.28%-199.1pp | 133.83%-128.7pp | 552.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,121 | $4,920-16.2% | $4,417-6.7% | $6,689-38.4% |
| Admin fee / account holder | $74,043 | $10,256+621.9% | $8,292+793.0% | $13,390+453.0% |