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 | $66,561 | $87,834-24.2% | $133,979-50.3% | $62,881+5.9% |
| Participation rate | 59.6% | 83.4%-23.8pp | 87.1%-27.5pp | 69.3%-9.8pp |
| Annual return | 2.63% | 12.05%-9.4pp | 29.30%-26.7pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,645 | $4,812-3.5% | $6,282-26.1% | $3,203+45.0% |
| Admin fee / account holder | $15,264 | $5,372+184.1% | $9,324+63.7% | $4,296+255.3% |