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 | $72,456 | $142,426-49.1% | $115,167-37.1% | $152,909-52.6% |
| Participation rate | 16.7% | 82.4%-65.7pp | 75.9%-59.2pp | 82.5%-65.8pp |
| Annual return | 5.99% | 41.48%-35.5pp | 35.60%-29.6pp | 345.46%-339.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,535 | $5,165-70.3% | $4,169-63.2% | $5,851-73.8% |
| Admin fee / account holder | $2,200 | $8,464-74.0% | $7,089-69.0% | $11,601-81.0% |