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 | $104,116 | $87,834+18.5% | $133,975-22.3% | $62,881+65.6% |
| Participation rate | 44.4% | 83.4%-38.9pp | 87.1%-42.6pp | 69.3%-24.9pp |
| Annual return | 5.39% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,217 | $4,812-33.1% | $6,282-48.8% | $3,203+0.5% |
| Admin fee / account holder | $7,405 | $5,372+37.8% | $9,324-20.6% | $4,296+72.4% |