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 | $91,326 | $77,962+17.1% | $178,540-48.8% | $80,935+12.8% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 8.03% | 18.10%-10.1pp | 27.15%-19.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,926 | $4,404-33.6% | $6,281-53.4% | $4,299-31.9% |
| Admin fee / account holder | $9,060 | $7,156+26.6% | $10,424-13.1% | $6,924+30.8% |