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 | $76,006 | $70,587+7.7% | $124,693-39.0% | $85,847-11.5% |
| Participation rate | 29.6% | 64.4%-34.8pp | 74.6%-45.0pp | 69.3%-39.7pp |
| Annual return | 8.32% | 20688.83%-20680.5pp | 5144.19%-5135.9pp | 318.61%-310.3pp |
| Employer contribution / active EE | $147 | $1,913-92.3% | $3,324-95.6% | $2,565-94.3% |
| Participant deferral / active EE | $1,433 | $2,969-51.7% | $4,615-68.9% | $3,952-63.7% |
| Admin fee / account holder | $15,678 | $5,282+196.8% | $7,494+109.2% | $6,261+150.4% |