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 | $107,516 | $85,766+25.4% | $136,297-21.1% | $70,131+53.3% |
| Participation rate | 48.9% | 74.2%-25.3pp | 81.9%-33.1pp | 69.5%-20.7pp |
| Annual return | 12.83% | 31.45%-18.6pp | 5156.16%-5143.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $507 | $2,966-82.9% | $4,696-89.2% | $2,342-78.4% |
| Participant deferral / active EE | $2,939 | $5,051-41.8% | $6,247-52.9% | $3,332-11.8% |
| Admin fee / account holder | $10,842 | $5,420+100.0% | $9,244+17.3% | $4,645+133.4% |