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 | $82,313 | $77,472+6.2% | $100,415-18.0% | $80,959+1.7% |
| Participation rate | 68.0% | 76.9%-8.9pp | 81.5%-13.5pp | 67.7%+0.3pp |
| Annual return | 11.48% | 37.26%-25.8pp | 49.47%-38.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,692 | $6,818+56.8% | $8,091+32.1% | $4,300+148.6% |
| Admin fee / account holder | $25,685 | $5,885+336.5% | $7,906+224.9% | $6,925+270.9% |