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 | $77,593 | $59,448+30.5% | $93,696-17.2% | $74,459+4.2% |
| Participation rate | 29.6% | 59.6%-30.1pp | 68.7%-39.1pp | 67.2%-37.6pp |
| Annual return | 9.29% | 82.11%-72.8pp | 133.74%-124.4pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $99 | $1,266-92.2% | $2,422-95.9% | $2,626-96.2% |
| Participant deferral / active EE | $1,910 | $3,052-37.4% | $4,417-56.7% | $4,350-56.1% |
| Admin fee / account holder | $11,542 | $3,027+281.3% | $8,287+39.3% | $1,945+493.5% |