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 | $129,337 | $108,825+18.8% | $156,181-17.2% | $82,448+56.9% |
| Participation rate | 62.1% | 72.4%-10.3pp | 78.8%-16.8pp | 68.1%-6.0pp |
| Annual return | 9.10% | 20.59%-11.5pp | 64.87%-55.8pp | 41.64%-32.5pp |
| Employer contribution / active EE | $583 | $2,870-79.7% | $4,294-86.4% | $2,551-77.1% |
| Participant deferral / active EE | $2,993 | $4,577-34.6% | $6,132-51.2% | $4,139-27.7% |
| Admin fee / account holder | $26,520 | $9,341+183.9% | $14,586+81.8% | $7,234+266.6% |