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 | $85,952 | $127,387-32.5% | $115,038-25.3% | $125,389-31.5% |
| Participation rate | 17.6% | 84.2%-66.5pp | 81.4%-63.7pp | 83.2%-65.5pp |
| Annual return | -7.06% | 31.28%-38.3pp | 26.14%-33.2pp | 282.24%-289.3pp |
| Employer contribution / active EE | $102 | $5,166-98.0% | $4,608-97.8% | $4,866-97.9% |
| Participant deferral / active EE | $2,118 | $6,423-67.0% | $6,026-64.9% | $5,352-60.4% |
| Admin fee / account holder | $5,297 | $9,516-44.3% | $8,175-35.2% | $9,541-44.5% |