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 | $230,482 | $107,421+114.6% | $182,262+26.5% | $94,015+145.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 84.2%-34.2pp | 70.8%-20.8pp |
| Annual return | 11.69% | 21.32%-9.6pp | 140.60%-128.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,448 | $6,558-32.2% | $8,276-46.3% | $4,249+4.7% |
| Admin fee / account holder | $1,359 | $8,692-84.4% | $16,712-91.9% | $8,951-84.8% |