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 | $86,638 | $106,524-18.7% | $152,301-43.1% | $87,485-1.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | 13.73% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,123 | $6,525-52.1% | $8,004-61.0% | $4,274-26.9% |
| Admin fee / account holder | $24,536 | $8,287+196.1% | $14,398+70.4% | $7,775+215.6% |