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 | $77,180 | $49,791+55.0% | $78,210-1.3% | $70,124+10.1% |
| Participation rate | 63.0% | 62.3%+0.7pp | 68.7%-5.7pp | 69.5%-6.5pp |
| Annual return | 11.80% | 20.75%-9.0pp | 40.90%-29.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,414 | $2,150-34.2% | $2,823-49.9% | $3,332-57.6% |
| Admin fee / account holder | $20,229 | $3,181+536.0% | $3,758+438.2% | $4,645+335.5% |