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 | $62,183 | $52,678+18.0% | $75,784-17.9% | $59,633+4.3% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.8%-23.0pp | 68.7%-15.9pp |
| Annual return | -4.57% | 2.95%-7.5pp | 9.68%-14.2pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,045 | $2,591-59.7% | $3,652-71.4% | $3,192-67.3% |
| Admin fee / account holder | $11,424 | $3,610+216.5% | $5,300+115.6% | $4,297+165.9% |