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 | $111,252 | $138,385-19.6% | $184,243-39.6% | $80,925+37.5% |
| Participation rate | 61.5% | 83.9%-22.4pp | 86.8%-25.3pp | 67.7%-6.1pp |
| Annual return | 9.75% | 20.02%-10.3pp | 28.82%-19.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,221 | $4,851-74.8% | $6,427-81.0% | $2,756-55.7% |
| Participant deferral / active EE | $3,808 | $7,075-46.2% | $9,132-58.3% | $4,299-11.4% |
| Admin fee / account holder | $26,907 | $10,489+156.5% | $13,914+93.4% | $6,940+287.7% |