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 | $76,366 | $91,536-16.6% | $130,062-41.3% | $75,177+1.6% |
| Participation rate | 58.2% | 71.5%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 11.35% | -631.62%+643.0pp | -137.37%+148.7pp | 160.75%-149.4pp |
| Employer contribution / active EE | $562 | $2,845-80.2% | $4,322-87.0% | $2,671-78.9% |
| Participant deferral / active EE | $2,161 | $4,343-50.2% | $5,821-62.9% | $4,126-47.6% |
| Admin fee / account holder | $8,085 | $6,780+19.3% | $10,601-23.7% | $5,651+43.1% |