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 | $80,443 | $79,449+1.3% | $189,575-57.6% | $85,847-6.3% |
| Participation rate | 55.0% | 66.0%-11.0pp | 78.4%-23.4pp | 69.3%-14.3pp |
| Annual return | 8.82% | 18.45%-9.6pp | 64.19%-55.4pp | 318.61%-309.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,387 | $4,051-16.4% | $6,174-45.1% | $3,952-14.3% |
| Admin fee / account holder | $4,782 | $5,377-11.1% | $9,806-51.2% | $6,261-23.6% |