Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,577 | $217,432-61.6% | $185,851-55.0% | $167,553-50.1% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 8.64% | 148.43%-139.8pp | 122.11%-113.5pp | 478.89%-470.2pp |
| Employer contribution / active EE | $1,108 | $5,874-81.1% | $5,168-78.6% | $4,840-77.1% |
| Participant deferral / active EE | $7,800 | $6,357+22.7% | $5,569+40.1% | $6,343+23.0% |
| Admin fee / account holder | $104,025 | $19,820+424.8% | $16,245+540.3% | $12,316+744.6% |