Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,310 | $183,539-58.4% | $155,556-50.9% | $145,897-47.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -1.06% | 61.31%-62.4pp | 64.84%-65.9pp | 552.29%-553.3pp |
| Employer contribution / active EE | $820 | $5,315-84.6% | $4,675-82.5% | $4,663-82.4% |
| Participant deferral / active EE | $17,440 | $6,467+169.7% | $5,631+209.7% | $6,689+160.7% |
| Admin fee / account holder | $844 | $19,275-95.6% | $15,885-94.7% | $13,390-93.7% |