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 | $100,565 | $122,063-17.6% | $184,256-45.4% | $74,478+35.0% |
| Participation rate | 62.6% | 85.5%-22.9pp | 86.8%-24.2pp | 67.2%-4.6pp |
| Annual return | 10.51% | 19.92%-9.4pp | 28.85%-18.3pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,234 | $4,539-72.8% | $6,427-80.8% | $2,626-53.0% |
| Participant deferral / active EE | $5,389 | $7,144-24.6% | $9,133-41.0% | $4,350+23.9% |
| Admin fee / account holder | $9,796 | $1,253+682.0% | $13,899-29.5% | $1,946+403.4% |