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 | $144,428 | $102,429+41.0% | $147,096-1.8% | $80,925+78.5% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 10.89% | 135.02%-124.1pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $420 | $3,716-88.7% | $4,936-91.5% | $2,756-84.7% |
| Participant deferral / active EE | $4,201 | $6,649-36.8% | $8,071-47.9% | $4,299-2.3% |
| Admin fee / account holder | $13,520 | $7,957+69.9% | $13,005+4.0% | $6,940+94.8% |