Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,746 | $98,776-4.1% | $149,745-36.7% | $79,856+18.6% |
| Participation rate | 37.8% | 75.8%-38.0pp | 82.5%-44.7pp | 69.6%-31.9pp |
| Annual return | 12.34% | 27.38%-15.0pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,119 | $5,681-45.1% | $6,843-54.4% | $3,741-16.6% |
| Admin fee / account holder | $7,976 | $6,053+31.8% | $9,312-14.3% | $5,306+50.3% |