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 | $94,905 | $98,776-3.9% | $149,745-36.6% | $79,856+18.8% |
| Participation rate | 28.9% | 75.8%-46.9pp | 82.5%-53.6pp | 69.6%-40.8pp |
| Annual return | 11.73% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,758 | $5,681-51.5% | $6,843-59.7% | $3,741-26.3% |
| Admin fee / account holder | $11,751 | $6,053+94.1% | $9,312+26.2% | $5,306+121.4% |