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 | $81,502 | $73,787+10.5% | $98,716-17.4% | $82,448-1.1% |
| Participation rate | 51.8% | 61.4%-9.6pp | 69.3%-17.5pp | 68.1%-16.3pp |
| Annual return | 7.28% | 18.57%-11.3pp | 31.81%-24.5pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,758 | $3,081-42.9% | $4,048-56.6% | $4,139-57.5% |
| Admin fee / account holder | $1,654 | $6,500-74.5% | $8,703-81.0% | $7,234-77.1% |