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 | $96,850 | $58,275+66.2% | $81,844+18.3% | $80,935+19.7% |
| Participation rate | 47.4% | 63.5%-16.1pp | 72.4%-25.0pp | 67.7%-20.3pp |
| Annual return | 9.50% | 41.82%-32.3pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,151 | $3,285+26.4% | $4,323-4.0% | $4,299-3.4% |
| Admin fee / account holder | $2,386 | $4,749-49.8% | $7,355-67.6% | $6,924-65.5% |