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 | $80,694 | $62,589+28.9% | $76,768+5.1% | $64,173+25.7% |
| Participation rate | 51.6% | 72.8%-21.2pp | 77.0%-25.4pp | 69.6%-18.0pp |
| Annual return | -8.44% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,335 | $3,145-25.7% | $3,852-39.4% | $3,470-32.7% |
| Admin fee / account holder | $1,246 | $4,667-73.3% | $6,675-81.3% | $4,887-74.5% |