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 | $120,540 | $101,795+18.4% | $165,100-27.0% | $80,959+48.9% |
| Participation rate | 48.3% | 71.8%-23.6pp | 78.6%-30.3pp | 67.7%-19.4pp |
| Annual return | 10.16% | 16.73%-6.6pp | 70.21%-60.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $337 | $2,954-88.6% | $4,348-92.2% | $2,757-87.8% |
| Participant deferral / active EE | $2,320 | $4,476-48.2% | $6,035-61.6% | $4,300-46.1% |
| Admin fee / account holder | $6,845 | $8,221-16.7% | $12,696-46.1% | $6,925-1.2% |