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 | $137,020 | $71,230+92.4% | $93,727+46.2% | $80,959+69.2% |
| Participation rate | 65.8% | 60.4%+5.4pp | 68.7%-2.9pp | 67.7%-1.8pp |
| Annual return | 9.73% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $341 | $1,565-78.2% | $2,421-85.9% | $2,757-87.6% |
| Participant deferral / active EE | $6,370 | $4,037+57.8% | $4,417+44.2% | $4,300+48.1% |
| Admin fee / account holder | $5,837 | $6,961-16.1% | $8,292-29.6% | $6,925-15.7% |