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 | $109,613 | $78,428+39.8% | $95,960+14.2% | $79,852+37.3% |
| Participation rate | 26.1% | 73.5%-47.4pp | 77.1%-51.0pp | 69.6%-43.6pp |
| Annual return | 8.97% | 19.37%-10.4pp | 91.63%-82.7pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,003 | $3,440-41.8% | $4,167-51.9% | $3,740-46.5% |
| Admin fee / account holder | $4,072 | $5,622-27.6% | $6,797-40.1% | $5,306-23.3% |