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 | $133,972 | $97,550+37.3% | $120,344+11.3% | $87,485+53.1% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.7%-10.8pp | 68.9%-3.0pp |
| Annual return | 11.75% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.3pp |
| Employer contribution / active EE | $435 | $2,291-81.0% | $3,020-85.6% | $2,596-83.3% |
| Participant deferral / active EE | $3,032 | $4,230-28.3% | $5,135-40.9% | $4,274-29.0% |
| Admin fee / account holder | $78,065 | $9,543+718.1% | $12,742+512.7% | $7,775+904.1% |