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 | $110,323 | $174,379-36.7% | $152,093-27.5% | $138,895-20.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 10.41% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $145 | $4,652-96.9% | $4,175-96.5% | $4,194-96.5% |
| Participant deferral / active EE | $3,333 | $6,159-45.9% | $5,451-38.9% | $6,396-47.9% |
| Admin fee / account holder | $1,230 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |