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 | $112,434 | $88,672+26.8% | $105,223+6.9% | $82,448+36.4% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 10.76% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $453 | $3,048-85.1% | $3,689-87.7% | $2,551-82.2% |
| Participant deferral / active EE | $2,447 | $4,036-39.4% | $5,072-51.7% | $4,139-40.9% |
| Admin fee / account holder | $10,556 | $7,146+47.7% | $8,859+19.2% | $7,234+45.9% |