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 | $124,918 | $111,535+12.0% | $105,223+18.7% | $137,256-9.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 6.94% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $157 | $3,939-96.0% | $3,689-95.8% | $4,156-96.2% |
| Participant deferral / active EE | $1,629 | $5,500-70.4% | $5,072-67.9% | $6,407-74.6% |
| Admin fee / account holder | $43,001 | $9,721+342.3% | $8,859+385.4% | $12,270+250.5% |