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 | $61,216 | $59,123+3.5% | $77,183-20.7% | $75,181-18.6% |
| Participation rate | 61.9% | 63.9%-2.0pp | 69.6%-7.7pp | 67.2%-5.3pp |
| Annual return | 11.60% | 26.72%-15.1pp | 37.89%-26.3pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,707 | $2,999+56.9% | $3,833+22.8% | $4,126+14.1% |
| Admin fee / account holder | $13,967 | $4,776+192.4% | $5,475+155.1% | $5,650+147.2% |