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 | $107,268 | $57,352+87.0% | $83,830+28.0% | $64,173+67.2% |
| Participation rate | 31.8% | 68.6%-36.8pp | 76.1%-44.3pp | 69.6%-37.8pp |
| Annual return | -8.82% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.4pp |
| Employer contribution / active EE | $358 | $2,546-85.9% | $3,631-90.1% | $2,381-85.0% |
| Participant deferral / active EE | $2,329 | $2,993-22.2% | $4,082-42.9% | $3,470-32.9% |
| Admin fee / account holder | $1,016 | $4,046-74.9% | $5,479-81.5% | $4,887-79.2% |