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 | $72,355 | $64,729+11.8% | $112,263-35.5% | $68,490+5.6% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.1%-55.1pp | 67.9%-47.9pp |
| Annual return | -24.38% | -11.40%-13.0pp | 27.49%-51.9pp | -7.85%-16.5pp |
| Employer contribution / active EE | $629 | $2,746-77.1% | $3,636-82.7% | $2,597-75.8% |
| Participant deferral / active EE | $2,069 | $3,566-42.0% | $4,729-56.3% | $4,028-48.6% |
| Admin fee / account holder | $301 | $5,222-94.2% | $6,410-95.3% | $5,403-94.4% |