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 | $126,630 | $91,559+38.3% | $133,978-5.5% | $79,856+58.6% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.6pp | 69.6%-15.4pp |
| Annual return | 9.13% | 61.85%-52.7pp | 45.10%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,914 | $3,734+31.6% | $5,047-2.6% | $3,741+31.4% |
| Admin fee / account holder | $33,489 | $6,321+429.8% | $8,930+275.0% | $5,306+531.1% |