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 | $98,255 | $85,766+14.6% | $136,297-27.9% | $70,124+40.1% |
| Participation rate | 26.7% | 74.2%-47.4pp | 81.9%-55.2pp | 69.5%-42.8pp |
| Annual return | 13.20% | 31.45%-18.3pp | 5156.19%-5143.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $482 | $2,966-83.8% | $4,696-89.7% | $2,342-79.4% |
| Participant deferral / active EE | $2,992 | $5,051-40.8% | $6,247-52.1% | $3,332-10.2% |
| Admin fee / account holder | $11,225 | $5,420+107.1% | $9,244+21.4% | $4,645+141.6% |