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 | $200,344 | $102,382+95.7% | $147,005+36.3% | $80,874+147.7% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 10.40% | 134.89%-124.5pp | 418.76%-408.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $44 | $3,715-98.8% | $4,934-99.1% | $2,756-98.4% |
| Participant deferral / active EE | $10,598 | $6,646+59.5% | $8,070+31.3% | $4,297+146.6% |
| Admin fee / account holder | $20,684 | $7,942+160.4% | $13,006+59.0% | $6,935+198.2% |