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 | $161,410 | $85,766+88.2% | $136,298+18.4% | $70,126+130.2% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 13.03% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $69 | $2,966-97.7% | $4,696-98.5% | $2,343-97.0% |
| Participant deferral / active EE | $2,989 | $5,051-40.8% | $6,247-52.2% | $3,332-10.3% |
| Admin fee / account holder | $40,027 | $5,421+638.4% | $9,244+333.0% | $4,645+761.6% |