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 | $76,787 | $82,028-6.4% | $123,105-37.6% | $59,633+28.8% |
| Participation rate | 61.8% | 83.2%-21.4pp | 86.8%-25.0pp | 68.7%-6.9pp |
| Annual return | -6.25% | 5.12%-11.4pp | 13.22%-19.5pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,487 | $4,667-3.8% | $6,229-28.0% | $3,192+40.6% |
| Admin fee / account holder | $3,264 | $5,879-44.5% | $9,014-63.8% | $4,297-24.0% |