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 | $101,739 | $80,753+26.0% | $136,298-25.4% | $62,293+63.3% |
| Participation rate | 66.3% | 73.5%-7.2pp | 81.9%-15.6pp | 69.5%-3.2pp |
| Annual return | 14.28% | 35.83%-21.6pp | 5156.27%-5142.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,585 | $5,164-30.6% | $6,247-42.6% | $3,169+13.1% |
| Admin fee / account holder | $1,598 | $525+204.1% | $9,244-82.7% | $479+233.4% |