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 | $102,656 | $49,025+109.4% | $87,502+17.3% | $62,881+63.3% |
| Participation rate | 60.7% | 64.9%-4.2pp | 73.8%-13.1pp | 69.3%-8.6pp |
| Annual return | 0.76% | 10.02%-9.3pp | 12.21%-11.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,633 | $2,289+58.7% | $3,149+15.4% | $3,203+13.4% |
| Admin fee / account holder | $7,230 | $4,065+77.8% | $4,221+71.3% | $4,296+68.3% |