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 | $132,258 | $114,712+15.3% | $173,730-23.9% | $87,485+51.2% |
| Participation rate | 43.6% | 73.0%-29.4pp | 79.6%-36.0pp | 68.9%-25.3pp |
| Annual return | 11.00% | 20.18%-9.2pp | 19.96%-9.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $244 | $2,904-91.6% | $4,577-94.7% | $2,596-90.6% |
| Participant deferral / active EE | $4,354 | $4,642-6.2% | $6,326-31.2% | $4,274+1.9% |
| Admin fee / account holder | $38,647 | $10,210+278.5% | $17,523+120.5% | $7,775+397.1% |