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 | $65,099 | $70,666-7.9% | $169,385-61.6% | $75,181-13.4% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.2%-43.8pp | 67.2%-33.9pp |
| Annual return | 7.57% | 36.37%-28.8pp | 405.82%-398.2pp | 160.69%-153.1pp |
| Employer contribution / active EE | $142 | $2,210-93.6% | $4,012-96.5% | $2,671-94.7% |
| Participant deferral / active EE | $1,779 | $4,308-58.7% | $6,221-71.4% | $4,126-56.9% |
| Admin fee / account holder | $5,745 | $5,402+6.3% | $9,011-36.2% | $5,650+1.7% |