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 | $181,246 | $76,551+136.8% | $123,894+46.3% | $62,881+188.2% |
| Participation rate | 30.9% | 73.0%-42.1pp | 81.4%-50.6pp | 69.3%-38.5pp |
| Annual return | 4.68% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,228 | $4,840-33.3% | $5,984-46.1% | $3,203+0.8% |
| Admin fee / account holder | $19,293 | $4,826+299.8% | $8,357+130.9% | $4,296+349.1% |