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 | $76,642 | $80,674-5.0% | $119,126-35.7% | $64,340+19.1% |
| Participation rate | 44.9% | 55.2%-10.4pp | 75.8%-30.9pp | 55.2%-10.4pp |
| Annual return | 11.68% | 26.86%-15.2pp | 282.11%-270.4pp | 24.14%-12.5pp |
| Employer contribution / active EE | $240 | $2,564-90.6% | $4,034-94.1% | $1,862-87.1% |
| Participant deferral / active EE | $2,809 | $3,053-8.0% | $5,318-47.2% | $2,980-5.8% |
| Admin fee / account holder | $12,438 | $4,559+172.8% | $10,693+16.3% | $3,703+235.9% |