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 | $81,120 | $54,690+48.3% | $76,030+6.7% | $74,478+8.9% |
| Participation rate | 16.9% | 60.3%-43.4pp | 69.1%-52.1pp | 67.2%-50.3pp |
| Annual return | 10.11% | 31.92%-21.8pp | 361.54%-351.4pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,178 | $3,070-61.6% | $4,257-72.3% | $4,350-72.9% |
| Admin fee / account holder | $4,129 | $2,240+84.4% | $6,421-35.7% | $1,946+112.2% |