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 | $95,710 | $68,681+39.4% | $86,615+10.5% | $85,847+11.5% |
| Participation rate | 16.7% | 66.4%-49.7pp | 71.6%-55.0pp | 69.3%-52.7pp |
| Annual return | 5.34% | 20.12%-14.8pp | 63.51%-58.2pp | 318.61%-313.3pp |
| Employer contribution / active EE | $108 | $1,880-94.2% | $2,496-95.7% | $2,565-95.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,966 | $5,974+301.2% | $5,830+311.1% | $6,261+282.8% |