Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,476 | $106,749+7.2% | $145,433-21.3% | $82,448+38.8% |
| Participation rate | 51.4% | 75.6%-24.3pp | 82.1%-30.8pp | 68.1%-16.7pp |
| Annual return | 12.87% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,522 | $6,519-61.3% | $7,897-68.1% | $4,139-39.1% |
| Admin fee / account holder | $77,469 | $8,390+823.4% | $13,129+490.1% | $7,234+970.8% |