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 | $76,264 | $175,259-56.5% | $149,723-49.1% | $139,487-45.3% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.3pp |
| Annual return | 8.67% | 166.82%-158.2pp | 134.50%-125.8pp | 373.84%-365.2pp |
| Employer contribution / active EE | $493 | $5,478-91.0% | $4,821-89.8% | $4,755-89.6% |
| Participant deferral / active EE | $4,923 | $6,522-24.5% | $5,682-13.4% | $6,713-26.7% |
| Admin fee / account holder | $210,213 | $16,158+1201.0% | $13,215+1490.7% | $11,407+1742.8% |