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 | $67,514 | $53,128+27.1% | $86,582-22.0% | $70,126-3.7% |
| Participation rate | 62.1% | 65.3%-3.2pp | 73.5%-11.5pp | 69.5%-7.5pp |
| Annual return | 11.41% | 27.66%-16.2pp | 965.08%-953.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,176 | $2,695-56.4% | $3,609-67.4% | $3,332-64.7% |
| Admin fee / account holder | $1,051 | $3,584-70.7% | $4,904-78.6% | $4,645-77.4% |