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 | $93,687 | $85,766+9.2% | $136,297-31.3% | $70,124+33.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 13.04% | 31.45%-18.4pp | 5156.19%-5143.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,320 | $5,051-54.1% | $6,247-62.9% | $3,332-30.4% |
| Admin fee / account holder | $1,462 | $5,420-73.0% | $9,244-84.2% | $4,645-68.5% |