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 | $82,036 | $87,106-5.8% | $105,607-22.3% | $80,935+1.4% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.7%-16.0pp |
| Annual return | 5.05% | 17.01%-12.0pp | 116.11%-111.1pp | 35.66%-30.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,742 | $3,986-6.1% | $5,011-25.3% | $4,299-13.0% |
| Admin fee / account holder | $14,551 | $8,447+72.3% | $10,958+32.8% | $6,924+110.1% |