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 | $81,427 | $102,938-20.9% | $94,105-13.5% | $138,895-41.4% |
| Participation rate | 64.7% | 74.6%-9.9pp | 71.9%-7.2pp | 79.9%-15.2pp |
| Annual return | 3.80% | 250.28%-246.5pp | 204.55%-200.7pp | 145.39%-141.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,144 | $4,196-72.7% | $3,881-70.5% | $6,396-82.1% |
| Admin fee / account holder | $44,694 | $6,600+577.2% | $6,199+620.9% | $12,562+255.8% |