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 | $148,912 | $78,670+89.3% | $109,173+36.4% | $85,847+73.5% |
| Participation rate | 62.1% | 68.3%-6.2pp | 75.9%-13.8pp | 69.3%-7.3pp |
| Annual return | 11.23% | 25.09%-13.9pp | 25.75%-14.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $341 | $2,734-87.5% | $3,723-90.8% | $2,565-86.7% |
| Participant deferral / active EE | $6,067 | $3,467+75.0% | $4,654+30.4% | $3,952+53.5% |
| Admin fee / account holder | $1,535 | $5,469-71.9% | $6,755-77.3% | $6,261-75.5% |