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 | $172,838 | $99,633+73.5% | $183,328-5.7% | $82,448+109.6% |
| Participation rate | 57.7% | 70.8%-13.1pp | 77.3%-19.6pp | 68.1%-10.4pp |
| Annual return | 10.68% | 17.84%-7.2pp | 29.67%-19.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $818 | $3,256-74.9% | $5,055-83.8% | $2,551-67.9% |
| Participant deferral / active EE | $4,437 | $4,938-10.2% | $6,795-34.7% | $4,139+7.2% |
| Admin fee / account holder | $60,198 | $9,934+506.0% | $21,427+180.9% | $7,234+732.1% |