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 | $207,889 | $96,052+116.4% | $118,106+76.0% | $87,485+137.6% |
| Participation rate | 66.1% | 77.0%-10.9pp | 81.9%-15.7pp | 68.9%-2.8pp |
| Annual return | 13.46% | 24.16%-10.7pp | 19.44%-6.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $652 | $3,939-83.4% | $4,698-86.1% | $2,596-74.9% |
| Participant deferral / active EE | $4,261 | $5,793-26.5% | $6,619-35.6% | $4,274-0.3% |
| Admin fee / account holder | $18,210 | $7,618+139.0% | $8,973+102.9% | $7,775+134.2% |