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 | $91,799 | $103,000-10.9% | $90,300+1.7% | $152,885-40.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 7.89% | 95.19%-87.3pp | 78.11%-70.2pp | 345.39%-337.5pp |
| Employer contribution / active EE | $150 | $3,138-95.2% | $2,854-94.7% | $4,763-96.9% |
| Participant deferral / active EE | $1,272 | $4,281-70.3% | $3,884-67.3% | $5,851-78.3% |
| Admin fee / account holder | $35,183 | $6,173+469.9% | $5,353+557.3% | $11,598+203.3% |