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 | $154,014 | $95,453+61.3% | $112,040+37.5% | $82,448+86.8% |
| Participation rate | 43.3% | 72.8%-29.4pp | 76.5%-33.2pp | 68.1%-24.7pp |
| Annual return | 12.08% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $401 | $2,318-82.7% | $2,954-86.4% | $2,551-84.3% |
| Participant deferral / active EE | $3,800 | $4,224-10.0% | $5,098-25.5% | $4,139-8.2% |
| Admin fee / account holder | $5,130 | $9,013-43.1% | $12,098-57.6% | $7,234-29.1% |