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 | $77,037 | $110,083-30.0% | $151,639-49.2% | $68,486+12.5% |
| Participation rate | 65.8% | 84.0%-18.1pp | 87.5%-21.7pp | 67.9%-2.1pp |
| Annual return | -18.54% | -10.12%-8.4pp | 3.34%-21.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $669 | $4,470-85.0% | $6,165-89.2% | $2,597-74.2% |
| Participant deferral / active EE | $8,148 | $6,526+24.9% | $8,363-2.6% | $4,028+102.3% |
| Admin fee / account holder | $6,312 | $7,718-18.2% | $11,613-45.7% | $5,404+16.8% |