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 | $77,720 | $172,111-54.8% | $150,298-48.3% | $137,256-43.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 9.30% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $33 | $4,636-99.3% | $4,154-99.2% | $4,156-99.2% |
| Participant deferral / active EE | $12,333 | $6,166+100.0% | $5,453+126.2% | $6,407+92.5% |
| Admin fee / account holder | $20,840 | $16,471+26.5% | $14,116+47.6% | $12,270+69.8% |