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 | $72,769 | $71,878+1.2% | $86,698-16.1% | $68,486+6.3% |
| Participation rate | 44.1% | 72.2%-28.2pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -19.96% | 3.53%-23.5pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $292 | $2,173-86.6% | $2,837-89.7% | $2,597-88.8% |
| Participant deferral / active EE | $2,700 | $3,779-28.6% | $4,656-42.0% | $4,028-33.0% |
| Admin fee / account holder | $9,452 | $6,113+54.6% | $7,493+26.1% | $5,404+74.9% |