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 | $70,554 | $63,703+10.8% | $93,063-24.2% | $82,448-14.4% |
| Participation rate | 30.0% | 63.8%-33.8pp | 72.1%-42.1pp | 68.1%-38.1pp |
| Annual return | 11.40% | -775.43%+786.8pp | 34.15%-22.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,308 | $2,919-55.2% | $3,958-67.0% | $4,139-68.4% |
| Admin fee / account holder | $387 | $5,982-93.5% | $6,033-93.6% | $7,234-94.7% |