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 | $80,398 | $108,825-26.1% | $156,181-48.5% | $82,448-2.5% |
| Participation rate | 21.4% | 72.4%-50.9pp | 78.8%-57.4pp | 68.1%-46.6pp |
| Annual return | 11.59% | 20.59%-9.0pp | 64.87%-53.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,345 | $4,577-48.8% | $6,132-61.8% | $4,139-43.4% |
| Admin fee / account holder | $29,843 | $9,341+219.5% | $14,586+104.6% | $7,234+312.5% |