Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,160 | $88,778-22.1% | $81,844-15.5% | $145,884-52.6% |
| Participation rate | 23.5% | 75.1%-51.5pp | 72.4%-48.9pp | 80.3%-56.8pp |
| Annual return | 7.18% | 1033.03%-1025.8pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,821 | $4,648-60.8% | $4,323-57.9% | $6,690-72.8% |
| Admin fee / account holder | $3,559 | $8,430-57.8% | $7,355-51.6% | $13,392-73.4% |