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 | $68,008 | $55,713+22.1% | $75,894-10.4% | $72,983-6.8% |
| Participation rate | 52.8% | 61.1%-8.3pp | 69.3%-16.5pp | 69.5%-16.7pp |
| Annual return | 15.14% | 27.60%-12.5pp | 30.76%-15.6pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,483 | $2,634+32.2% | $3,603-3.3% | $3,608-3.4% |
| Admin fee / account holder | $35,146 | $3,980+783.0% | $5,420+548.5% | $5,124+585.9% |