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 | $79,510 | $57,073+39.3% | $85,126-6.6% | $80,925-1.7% |
| Participation rate | 26.7% | 56.4%-29.7pp | 67.5%-40.9pp | 67.7%-41.0pp |
| Annual return | 7.30% | 21.69%-14.4pp | 66.63%-59.3pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $3,113-69.1% | $4,523-78.7% | $4,299-77.6% |
| Admin fee / account holder | $34,043 | $4,988+582.5% | $6,160+452.6% | $6,940+390.5% |