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 | $129,668 | $22,602+473.7% | $65,583+97.7% | $75,177+72.5% |
| Participation rate | 21.9% | 63.1%-41.2pp | 65.0%-43.1pp | 67.2%-45.3pp |
| Annual return | 8.68% | 71.13%-62.5pp | 47.46%-38.8pp | 160.75%-152.1pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,428 | $1,695-15.7% | $2,833-49.6% | $4,126-65.4% |
| Admin fee / account holder | $11,339 | $1,877+504.0% | $4,112+175.8% | $5,651+100.6% |