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 | $65,249 | $55,902+16.7% | $76,030-14.2% | $80,959-19.4% |
| Participation rate | 61.1% | 62.1%-1.0pp | 69.1%-8.0pp | 67.7%-6.6pp |
| Annual return | 9.77% | 20.59%-10.8pp | 361.54%-351.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,540 | $3,051-49.5% | $4,257-63.8% | $4,300-64.2% |
| Admin fee / account holder | $10,742 | $5,239+105.0% | $6,421+67.3% | $6,925+55.1% |