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 | $73,217 | $105,210-30.4% | $159,487-54.1% | $85,851-14.7% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.8%-50.1pp | 69.3%-36.6pp |
| Annual return | 9.64% | 45.08%-35.4pp | 263.71%-254.1pp | 318.63%-309.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,931 | $5,946-50.7% | $7,354-60.1% | $3,952-25.8% |
| Admin fee / account holder | $33,439 | $6,934+382.2% | $10,804+209.5% | $6,261+434.1% |