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 | $105,299 | $87,132+20.9% | $105,624-0.3% | $80,959+30.1% |
| Participation rate | 66.1% | 70.4%-4.3pp | 75.3%-9.2pp | 67.7%-1.6pp |
| Annual return | 8.60% | 17.03%-8.4pp | 116.20%-107.6pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,663 | $3,985-8.1% | $5,013-26.9% | $4,300-14.8% |
| Admin fee / account holder | $11,376 | $8,449+34.6% | $10,961+3.8% | $6,925+64.3% |