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 | $157,032 | $73,787+112.8% | $98,716+59.1% | $82,448+90.5% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.3%-17.8pp | 68.1%-16.6pp |
| Annual return | 12.30% | 18.57%-6.3pp | 31.81%-19.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,055 | $3,081-0.9% | $4,048-24.5% | $4,139-26.2% |
| Admin fee / account holder | $28,494 | $6,500+338.4% | $8,703+227.4% | $7,234+293.9% |