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 | $209,701 | $146,267+43.4% | $197,124+6.4% | $82,448+154.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 86.7%-17.5pp | 68.1%+1.2pp |
| Annual return | 9.05% | 29.61%-20.6pp | 44.34%-35.3pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,147 | $7,035-41.1% | $9,135-54.6% | $4,139+0.2% |
| Admin fee / account holder | $6,871 | $14,422-52.4% | $16,298-57.8% | $7,234-5.0% |