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 | $100,621 | $98,766+1.9% | $149,730-32.8% | $79,852+26.0% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-17.9pp |
| Annual return | 10.22% | 27.43%-17.2pp | 276.70%-266.5pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,278 | $5,681+28.1% | $6,843+6.4% | $3,740+94.6% |
| Admin fee / account holder | $21,275 | $6,052+251.5% | $9,310+128.5% | $5,306+300.9% |