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 | $57,711 | $56,116+2.8% | $135,768-57.5% | $86,983-33.7% |
| Participation rate | 25.8% | 60.1%-34.3pp | 71.1%-45.3pp | 69.5%-43.7pp |
| Annual return | 10.62% | 125.33%-114.7pp | 526.10%-515.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,730 | $2,690+1.5% | $3,977-31.4% | $4,194-34.9% |
| Admin fee / account holder | $9,742 | $4,314+125.8% | $7,048+38.2% | $7,856+24.0% |