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 | $100,436 | $102,393-1.9% | $147,041-31.7% | $80,911+24.1% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.6%+1.2pp |
| Annual return | 11.20% | 134.95%-123.7pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,247 | $6,647-36.1% | $8,071-47.4% | $4,297-1.2% |
| Admin fee / account holder | $11,694 | $7,943+47.2% | $13,006-10.1% | $6,935+68.6% |