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 | $66,704 | $101,672-34.4% | $147,117-54.7% | $74,478-10.4% |
| Participation rate | 60.8% | 75.5%-14.8pp | 82.2%-21.4pp | 67.2%-6.4pp |
| Annual return | 11.44% | 8757.83%-8746.4pp | 420.54%-409.1pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $519 | $3,813-86.4% | $4,932-89.5% | $2,626-80.3% |
| Participant deferral / active EE | $4,506 | $7,305-38.3% | $8,065-44.1% | $4,350+3.6% |
| Admin fee / account holder | $8,613 | $1,753+391.3% | $12,993-33.7% | $1,946+342.6% |