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 | $67,286 | $58,275+15.5% | $81,844-17.8% | $80,935-16.9% |
| Participation rate | 28.9% | 63.5%-34.5pp | 72.4%-43.4pp | 67.7%-38.7pp |
| Annual return | 10.23% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $816 | $3,285-75.2% | $4,323-81.1% | $4,299-81.0% |
| Admin fee / account holder | $1,577 | $4,749-66.8% | $7,355-78.6% | $6,924-77.2% |