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 | $207,830 | $37,446+455.0% | $77,552+168.0% | $79,856+160.3% |
| Participation rate | 7.7% | 41.5%-33.8pp | 54.2%-46.5pp | 69.6%-61.9pp |
| Annual return | 9.13% | 39.76%-30.6pp | 54.82%-45.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $51 | $637-92.0% | $987-94.9% | $2,471-97.9% |
| Participant deferral / active EE | $324 | $1,261-74.3% | $1,861-82.6% | $3,741-91.3% |
| Admin fee / account holder | $52,406 | $2,506+1991.1% | $2,859+1733.0% | $5,306+887.6% |