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 | $110,679 | $45,079+145.5% | $69,461+59.3% | $72,983+51.7% |
| Participation rate | 67.9% | 68.5%-0.6pp | 74.6%-6.8pp | 69.5%-1.6pp |
| Annual return | 0.18% | 22.65%-22.5pp | 28.97%-28.8pp | 81.01%-80.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,809 | $2,603+84.8% | $3,536+36.0% | $3,608+33.3% |
| Admin fee / account holder | $7,485 | $3,056+145.0% | $3,840+95.0% | $5,124+46.1% |