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 | $140,271 | $96,236+45.8% | $133,698+4.9% | $80,959+73.3% |
| Participation rate | 44.2% | 71.2%-27.0pp | 76.4%-32.2pp | 67.7%-23.5pp |
| Annual return | 8.39% | 28.74%-20.3pp | 580.90%-572.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $430 | $3,350-87.2% | $4,218-89.8% | $2,757-84.4% |
| Participant deferral / active EE | $3,841 | $5,709-32.7% | $7,016-45.3% | $4,300-10.7% |
| Admin fee / account holder | $21,702 | $8,250+163.1% | $6,703+223.8% | $6,925+213.4% |