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 | $73,457 | $65,034+13.0% | $90,970-19.3% | $79,856-8.0% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.0%-39.4pp | 69.6%-40.0pp |
| Annual return | 5.21% | 30.45%-25.2pp | 134.60%-129.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,291 | $2,512-48.6% | $3,373-61.7% | $3,741-65.5% |
| Admin fee / account holder | $1,448 | $4,536-68.1% | $5,961-75.7% | $5,306-72.7% |