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 | $74,800 | $59,115+26.5% | $77,175-3.1% | $75,173-0.5% |
| Participation rate | 59.5% | 63.8%-4.4pp | 69.6%-10.1pp | 67.2%-7.7pp |
| Annual return | 9.61% | 26.71%-17.1pp | 37.88%-28.3pp | 160.65%-151.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,533-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,240 | $2,998-25.3% | $3,832-41.5% | $4,126-45.7% |
| Admin fee / account holder | $19,735 | $4,776+313.2% | $5,474+260.5% | $5,651+249.2% |