Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,361 | $58,311+68.7% | $81,882+20.1% | $80,959+21.5% |
| Participation rate | 8.0% | 63.5%-55.5pp | 72.4%-64.4pp | 67.7%-59.7pp |
| Annual return | 10.30% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,076 | $3,287-67.3% | $4,323-75.1% | $4,300-75.0% |
| Admin fee / account holder | $25,687 | $4,752+440.5% | $7,360+249.0% | $6,925+270.9% |