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 | $173,277 | $102,393+69.2% | $147,041+17.8% | $80,911+114.2% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.6%-16.1pp |
| Annual return | 8.96% | 134.95%-126.0pp | 419.21%-410.3pp | 35.63%-26.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,741 | $6,647-43.7% | $8,071-53.6% | $4,297-12.9% |
| Admin fee / account holder | $38,300 | $7,943+382.2% | $13,006+194.5% | $6,935+452.3% |