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 | $81,963 | $127,387-35.7% | $115,038-28.8% | $125,389-34.6% |
| Participation rate | 29.4% | 84.2%-54.7pp | 81.4%-52.0pp | 83.2%-53.8pp |
| Annual return | -5.65% | 31.28%-36.9pp | 26.14%-31.8pp | 282.24%-287.9pp |
| Employer contribution / active EE | $610 | $5,166-88.2% | $4,608-86.8% | $4,866-87.5% |
| Participant deferral / active EE | $2,871 | $6,423-55.3% | $6,026-52.4% | $5,352-46.4% |
| Admin fee / account holder | $1,078 | $9,516-88.7% | $8,175-86.8% | $9,541-88.7% |