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 | $106,327 | $74,661+42.4% | $160,784-33.9% | $67,986+56.4% |
| Participation rate | 27.7% | 57.1%-29.4pp | 77.0%-49.2pp | 57.2%-29.5pp |
| Annual return | 12.25% | 28.83%-16.6pp | 1803.92%-1791.7pp | 31.67%-19.4pp |
| Employer contribution / active EE | $147 | $1,829-92.0% | $3,733-96.1% | $2,019-92.7% |
| Participant deferral / active EE | $1,466 | $3,681-60.2% | $6,293-76.7% | $3,358-56.4% |
| Admin fee / account holder | $13,260 | $3,959+234.9% | $9,717+36.5% | $3,203+314.0% |