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 | $69,521 | $58,099+19.7% | $76,902-9.6% | $75,177-7.5% |
| Participation rate | 69.7% | 63.9%+5.8pp | 69.6%+0.1pp | 67.2%+2.5pp |
| Annual return | 5.42% | 26.71%-21.3pp | 37.91%-32.5pp | 160.75%-155.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,237 | $2,999+7.9% | $3,833-15.6% | $4,126-21.6% |
| Admin fee / account holder | $27,478 | $4,778+475.1% | $5,479+401.5% | $5,651+386.2% |