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 | $86,891 | $56,116+54.8% | $135,768-36.0% | $86,983-0.1% |
| Participation rate | 28.6% | 60.1%-31.6pp | 71.1%-42.5pp | 69.5%-41.0pp |
| Annual return | 5.83% | 125.33%-119.5pp | 526.10%-520.3pp | 25.83%-20.0pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,566 | $2,690-41.8% | $3,977-60.6% | $4,194-62.7% |
| Admin fee / account holder | $2,837 | $4,314-34.2% | $7,048-59.7% | $7,856-63.9% |