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 | $122,042-17.6% | $184,243-45.4% | $74,429+35.1% |
| Participation rate | 62.6% | 85.5%-22.9pp | 86.8%-24.2pp | 67.2%-4.6pp |
| Annual return | 10.51% | 19.91%-9.4pp | 28.82%-18.3pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,234 | $4,538-72.8% | $6,427-80.8% | $2,625-53.0% |
| Participant deferral / active EE | $5,389 | $7,143-24.6% | $9,132-41.0% | $4,348+23.9% |
| Admin fee / account holder | $9,796 | $1,252+682.3% | $13,914-29.6% | $1,944+403.8% |