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 | $158,498 | $88,702+78.7% | $81,780+93.8% | $145,978+8.6% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 1.53% | 1029.12%-1027.6pp | 776.27%-774.7pp | 550.52%-549.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,229 | $4,645-52.0% | $4,321-48.4% | $6,690-66.7% |
| Admin fee / account holder | $9,494 | $8,414+12.8% | $7,384+28.6% | $13,400-29.2% |