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 | $128,972 | $63,861+102.0% | $104,639+23.3% | $79,856+61.5% |
| Participation rate | 46.2% | 64.9%-18.8pp | 74.1%-27.9pp | 69.6%-23.5pp |
| Annual return | 3.56% | 21.30%-17.7pp | 340.67%-337.1pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,672 | $2,693+36.3% | $3,738-1.8% | $3,741-1.8% |
| Admin fee / account holder | $46,397 | $4,185+1008.7% | $6,465+617.6% | $5,306+774.4% |