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 | $78,053 | $72,027+8.4% | $185,861-58.0% | $79,856-2.3% |
| Participation rate | 46.9% | 65.8%-18.9pp | 78.0%-31.2pp | 69.6%-22.8pp |
| Annual return | 11.52% | 23.13%-11.6pp | 35.96%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,912 | $3,780-49.4% | $5,634-66.1% | $3,741-48.9% |
| Admin fee / account holder | $1,654 | $4,513-63.3% | $9,503-82.6% | $5,306-68.8% |