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 | $104,008 | $100,041+4.0% | $149,718-30.5% | $70,131+48.3% |
| Participation rate | 67.6% | 83.6%-16.0pp | 87.1%-19.5pp | 69.5%-2.0pp |
| Annual return | 12.22% | 27.43%-15.2pp | 1501.67%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $900 | $3,662-75.4% | $5,445-83.5% | $2,342-61.6% |
| Participant deferral / active EE | $2,428 | $4,983-51.3% | $6,569-63.0% | $3,332-27.1% |
| Admin fee / account holder | $17,050 | $8,286+105.8% | $11,283+51.1% | $4,645+267.0% |