Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,242 | $123,412-39.0% | $69,460+8.3% | $145,978-48.5% |
| Participation rate | 53.8% | 69.2%-15.4pp | 66.4%-12.6pp | 80.3%-26.4pp |
| Annual return | 5.78% | 191.25%-185.5pp | 100.80%-95.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,314 | $4,240+25.3% | $2,890+83.9% | $6,690-20.6% |
| Admin fee / account holder | $43,608 | $7,816+457.9% | $4,695+828.7% | $13,400+225.4% |