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 | $220,160 | $58,627+275.5% | $76,735+186.9% | $82,448+167.0% |
| Participation rate | 42.9% | 63.2%-20.4pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 12.82% | 39.10%-26.3pp | 29.77%-17.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,294 | $3,134-26.8% | $4,088-43.9% | $4,139-44.6% |
| Admin fee / account holder | $5,422 | $5,323+1.9% | $7,189-24.6% | $7,234-25.0% |