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 | $166,697 | $71,873+131.9% | $86,698+92.3% | $68,490+143.4% |
| Participation rate | 64.7% | 72.2%-7.5pp | 76.6%-11.9pp | 67.9%-3.2pp |
| Annual return | -20.67% | 3.54%-24.2pp | 35.96%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $466 | $2,173-78.5% | $2,837-83.6% | $2,597-82.0% |
| Participant deferral / active EE | $4,084 | $3,779+8.1% | $4,656-12.3% | $4,028+1.4% |
| Admin fee / account holder | $50,838 | $6,110+732.0% | $7,492+578.6% | $5,403+840.9% |