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 | $115,173 | $93,598+23.1% | $135,974-15.3% | $75,173+53.2% |
| Participation rate | 69.8% | 75.2%-5.4pp | 81.9%-12.2pp | 67.2%+2.6pp |
| Annual return | 13.59% | 30.89%-17.3pp | 68.30%-54.7pp | 160.72%-147.1pp |
| Employer contribution / active EE | $448 | $3,538-87.3% | $4,859-90.8% | $2,671-83.2% |
| Participant deferral / active EE | $5,868 | $6,405-8.4% | $7,760-24.4% | $4,126+42.2% |
| Admin fee / account holder | $2,776 | $6,978-60.2% | $10,767-74.2% | $5,651-50.9% |