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 | $169,538 | $72,486+133.9% | $87,103+94.6% | $72,976+132.3% |
| Participation rate | 31.1% | 72.8%-41.7pp | 76.9%-45.8pp | 69.5%-38.4pp |
| Annual return | 15.47% | 24.46%-9.0pp | 28.19%-12.7pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,536 | $3,270-53.0% | $4,049-62.1% | $3,608-57.4% |
| Admin fee / account holder | $22,132 | $5,055+337.9% | $7,491+195.4% | $5,124+331.9% |