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 | $102,429+69.2% | $147,096+17.8% | $80,925+114.1% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.7%-16.1pp |
| Annual return | 8.96% | 135.02%-126.1pp | 419.75%-410.8pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,741 | $6,649-43.7% | $8,071-53.6% | $4,299-13.0% |
| Admin fee / account holder | $38,300 | $7,957+381.3% | $13,005+194.5% | $6,940+451.9% |