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 | $146,238 | $73,988+97.7% | $96,538+51.5% | $75,177+94.5% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 13.14% | 26.73%-13.6pp | 35.74%-22.6pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,137 | $3,660+67.7% | $4,880+25.8% | $4,126+48.7% |
| Admin fee / account holder | $2,347 | $5,220-55.0% | $6,737-65.2% | $5,651-58.5% |