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 | $119,781 | $102,429+16.9% | $147,096-18.6% | $80,925+48.0% |
| Participation rate | 44.7% | 75.9%-31.1pp | 82.2%-37.4pp | 67.7%-22.9pp |
| Annual return | 9.82% | 135.02%-125.2pp | 419.75%-409.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $593 | $3,716-84.0% | $4,936-88.0% | $2,756-78.5% |
| Participant deferral / active EE | $6,862 | $6,649+3.2% | $8,071-15.0% | $4,299+59.6% |
| Admin fee / account holder | $56,125 | $7,957+605.4% | $13,005+331.6% | $6,940+708.7% |