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 | $111,431 | $78,682+41.6% | $109,188+2.1% | $85,851+29.8% |
| Participation rate | 41.2% | 68.3%-27.1pp | 75.9%-34.7pp | 69.3%-28.1pp |
| Annual return | 11.00% | 25.09%-14.1pp | 25.76%-14.8pp | 318.63%-307.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,877 | $3,468-45.9% | $4,654-59.7% | $3,952-52.5% |
| Admin fee / account holder | $17,127 | $5,470+213.1% | $6,755+153.5% | $6,261+173.6% |