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 | $82,464 | $184,000-55.2% | $162,185-49.2% | $152,909-46.1% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.5%-17.7pp |
| Annual return | 3.22% | 150.80%-147.6pp | 115.61%-112.4pp | 345.46%-342.2pp |
| Employer contribution / active EE | $1,064 | $6,370-83.3% | $5,613-81.0% | $4,764-77.7% |
| Participant deferral / active EE | $3,177 | $8,033-60.4% | $7,297-56.5% | $5,851-45.7% |
| Admin fee / account holder | $10,825 | $13,124-17.5% | $10,844-0.2% | $11,601-6.7% |