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 | $113,482 | $106,524+6.5% | $152,301-25.5% | $87,485+29.7% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.4%-16.3pp | 68.9%-2.8pp |
| Annual return | 13.07% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,304 | $6,525+27.3% | $8,004+3.8% | $4,274+94.3% |
| Admin fee / account holder | $37,560 | $8,287+353.3% | $14,398+160.9% | $7,775+383.1% |