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 | $111,480 | $146,267-23.8% | $197,124-43.4% | $82,448+35.2% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 12.94% | 29.61%-16.7pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,334 | $4,723-71.8% | $6,227-78.6% | $2,551-47.7% |
| Participant deferral / active EE | $6,625 | $7,035-5.8% | $9,135-27.5% | $4,139+60.1% |
| Admin fee / account holder | $3,972 | $14,422-72.5% | $16,298-75.6% | $7,234-45.1% |