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 | $209,617 | $106,864+96.2% | $147,318+42.3% | $82,637+153.7% |
| Participation rate | 36.8% | 75.5%-38.7pp | 82.1%-45.2pp | 68.1%-31.2pp |
| Annual return | 13.33% | 27.49%-14.2pp | 70.43%-57.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,340 | $6,496-48.6% | $7,906-57.8% | $4,126-19.1% |
| Admin fee / account holder | $3,570 | $8,415-57.6% | $13,708-74.0% | $7,339-51.4% |