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 | $119,735 | $70,121+70.8% | $63,803+87.7% | $138,895-13.8% |
| Participation rate | 31.3% | 77.2%-46.0pp | 72.7%-41.5pp | 79.9%-48.7pp |
| Annual return | 8.56% | 946.48%-937.9pp | 543.72%-535.2pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,756 | $4,535-61.3% | $3,843-54.3% | $6,396-72.5% |
| Admin fee / account holder | $17,777 | $6,738+163.9% | $5,196+242.1% | $12,562+41.5% |