Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,108 | $71,208+2.7% | $93,681-22.0% | $80,911-9.6% |
| Participation rate | 13.6% | 60.4%-46.8pp | 68.7%-55.2pp | 67.6%-54.1pp |
| Annual return | 7.76% | 11.27%-3.5pp | 133.47%-125.7pp | 35.63%-27.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,293 | $4,035-68.0% | $4,415-70.7% | $4,297-69.9% |
| Admin fee / account holder | $2,370 | $6,951-65.9% | $8,290-71.4% | $6,935-65.8% |