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 | $224,635 | $108,825+106.4% | $156,181+43.8% | $82,448+172.5% |
| Participation rate | 60.3% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 9.66% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $392 | $2,870-86.3% | $4,294-90.9% | $2,551-84.6% |
| Participant deferral / active EE | $3,953 | $4,577-13.6% | $6,132-35.5% | $4,139-4.5% |
| Admin fee / account holder | $17,568 | $9,341+88.1% | $14,586+20.4% | $7,234+142.8% |