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 | $95,299 | $53,774+77.2% | $134,162-29.0% | $79,856+19.3% |
| Participation rate | 20.0% | 58.8%-38.8pp | 72.2%-52.2pp | 69.6%-49.6pp |
| Annual return | 7.38% | 19.01%-11.6pp | 36.35%-29.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,933 | $2,420-20.1% | $3,500-44.8% | $3,741-48.3% |
| Admin fee / account holder | $6,191 | $3,985+55.4% | $6,685-7.4% | $5,306+16.7% |