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 | $106,572 | $154,228-30.9% | $145,433-26.7% | $137,256-22.4% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 80.0%-36.5pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,551 | $8,216-8.1% | $7,897-4.4% | $6,407+17.9% |
| Admin fee / account holder | $20,906 | $14,344+45.8% | $13,129+59.2% | $12,270+70.4% |