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 | $92,044 | $98,776-6.8% | $149,745-38.5% | $79,856+15.3% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 0.01% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,605 | $5,681+33.9% | $6,843+11.1% | $3,741+103.3% |
| Admin fee / account holder | $6,651 | $6,053+9.9% | $9,312-28.6% | $5,306+25.3% |