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 | $67,070 | $51,638+29.9% | $68,368-1.9% | $82,448-18.7% |
| Participation rate | 48.9% | 63.6%-14.7pp | 73.8%-24.8pp | 68.1%-19.1pp |
| Annual return | 8.58% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,640 | $2,914+24.9% | $4,123-11.7% | $4,139-12.1% |
| Admin fee / account holder | $5,351 | $4,643+15.2% | $5,150+3.9% | $7,234-26.0% |