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 | $186,749 | $109,620+70.4% | $148,496+25.8% | $94,015+98.6% |
| Participation rate | 37.9% | 71.3%-33.3pp | 76.0%-38.1pp | 70.8%-32.9pp |
| Annual return | 4.24% | 17.54%-13.3pp | 12.33%-8.1pp | 17.84%-13.6pp |
| Employer contribution / active EE | $290 | $2,618-88.9% | $3,497-91.7% | $2,790-89.6% |
| Participant deferral / active EE | $2,567 | $3,831-33.0% | $4,808-46.6% | $4,249-39.6% |
| Admin fee / account holder | $78,919 | $10,050+685.3% | $19,547+303.7% | $8,951+781.7% |