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 | $153,782 | $86,298+78.2% | $111,308+38.2% | $85,847+79.1% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 10.38% | 19.99%-9.6pp | 54.67%-44.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $310 | $2,044-84.8% | $2,732-88.7% | $2,565-87.9% |
| Participant deferral / active EE | $1,696 | $3,641-53.4% | $4,487-62.2% | $3,952-57.1% |
| Admin fee / account holder | $17,490 | $8,189+113.6% | $7,965+119.6% | $6,261+179.4% |