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 | $109,796 | $79,181+38.7% | $102,423+7.2% | $74,429+47.5% |
| Participation rate | 48.2% | 74.8%-26.5pp | 76.5%-28.3pp | 67.2%-19.0pp |
| Annual return | 10.64% | 54.97%-44.3pp | 29.42%-18.8pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $161 | $2,362-93.2% | $3,023-94.7% | $2,625-93.9% |
| Participant deferral / active EE | $2,887 | $4,416-34.6% | $5,054-42.9% | $4,348-33.6% |
| Admin fee / account holder | $19,136 | $2,002+855.9% | $9,455+102.4% | $1,944+884.2% |