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 | $102,172 | $150,447-32.1% | $136,298-25.0% | $147,586-30.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 9.93% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $731 | $5,256-86.1% | $4,696-84.4% | $4,876-85.0% |
| Participant deferral / active EE | $2,911 | $6,631-56.1% | $6,247-53.4% | $5,439-46.5% |
| Admin fee / account holder | $822 | $10,906-92.5% | $9,244-91.1% | $10,886-92.4% |