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 | $105,320 | $88,360+19.2% | $145,433-27.6% | $67,986+54.9% |
| Participation rate | 31.1% | 65.5%-34.4pp | 82.1%-51.0pp | 57.2%-26.1pp |
| Annual return | 13.69% | 63.15%-49.5pp | 66.58%-52.9pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,373 | $5,932-43.1% | $7,897-57.3% | $3,358+0.4% |
| Admin fee / account holder | $22,523 | $3,313+579.8% | $13,129+71.6% | $3,203+603.2% |