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 | $107,733 | $95,453+12.9% | $112,040-3.8% | $82,448+30.7% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.9pp | 68.1%-0.5pp |
| Annual return | 8.61% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $417 | $2,318-82.0% | $2,954-85.9% | $2,551-83.7% |
| Participant deferral / active EE | $2,458 | $4,224-41.8% | $5,098-51.8% | $4,139-40.6% |
| Admin fee / account holder | $4,264 | $9,013-52.7% | $12,098-64.8% | $7,234-41.1% |