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 | $66,526 | $91,525-27.3% | $130,026-48.8% | $75,181-11.5% |
| Participation rate | 41.9% | 71.4%-29.5pp | 78.5%-36.6pp | 67.2%-25.3pp |
| Annual return | 9.74% | -631.40%+641.1pp | -137.26%+147.0pp | 160.69%-151.0pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,511 | $4,342-42.2% | $5,821-56.9% | $4,126-39.1% |
| Admin fee / account holder | $76,994 | $6,778+1035.9% | $10,608+625.8% | $5,650+1262.8% |