Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,263 | $96,643-27.3% | $86,617-18.9% | $139,456-49.6% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 2.05% | 106.57%-104.5pp | 591.91%-589.9pp | 373.45%-371.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,546 | $4,835-47.3% | $4,437-42.6% | $6,711-62.1% |
| Admin fee / account holder | $7,896 | $6,406+23.3% | $5,613+40.7% | $11,407-30.8% |