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 | $71,836 | $51,638+39.1% | $129,406-44.5% | $80,959-11.3% |
| Participation rate | 19.1% | 56.9%-37.8pp | 69.6%-50.5pp | 67.7%-48.6pp |
| Annual return | 9.88% | 20.78%-10.9pp | 9468.18%-9458.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $180 | $1,584-88.6% | $4,155-95.7% | $2,757-93.5% |
| Participant deferral / active EE | $766 | $2,670-71.3% | $4,167-81.6% | $4,300-82.2% |
| Admin fee / account holder | $14,479 | $4,313+235.7% | $7,689+88.3% | $6,925+109.1% |