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 | $112,818 | $101,798+10.8% | $165,071-31.7% | $80,935+39.4% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.7%-16.0pp |
| Annual return | 8.89% | 16.73%-7.8pp | 70.17%-61.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,893 | $4,476+9.3% | $6,035-18.9% | $4,299+13.8% |
| Admin fee / account holder | $68,732 | $8,221+736.0% | $12,695+441.4% | $6,924+892.6% |