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 | $197,288 | $145,431+35.7% | $211,142-6.6% | $87,485+125.5% |
| Participation rate | 44.8% | 84.7%-39.9pp | 87.3%-42.5pp | 68.9%-24.1pp |
| Annual return | 11.94% | 27.21%-15.3pp | 46.84%-34.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,339 | $4,662-71.3% | $6,442-79.2% | $2,596-48.4% |
| Participant deferral / active EE | $4,237 | $6,859-38.2% | $9,284-54.4% | $4,274-0.9% |
| Admin fee / account holder | $70,339 | $17,052+312.5% | $19,076+268.7% | $7,775+804.7% |