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 | $103,900 | $71,878+44.6% | $86,698+19.8% | $68,486+51.7% |
| Participation rate | 56.0% | 72.2%-16.2pp | 76.6%-20.6pp | 67.9%-11.9pp |
| Annual return | -21.08% | 3.53%-24.6pp | 35.95%-57.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,893 | $3,779+29.5% | $4,656+5.1% | $4,028+21.5% |
| Admin fee / account holder | $13,901 | $6,113+127.4% | $7,493+85.5% | $5,404+157.2% |