Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $142,911 | $88,815+60.9% | $81,882+74.5% | $145,897-2.0% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 3.21% | 1033.75%-1030.5pp | 779.47%-776.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $55 | $3,086-98.2% | $2,916-98.1% | $4,663-98.8% |
| Participant deferral / active EE | $1,255 | $4,647-73.0% | $4,323-71.0% | $6,689-81.2% |
| Admin fee / account holder | $2,669 | $8,434-68.4% | $7,360-63.7% | $13,390-80.1% |