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 | $122,197 | $89,515+36.5% | $103,065+18.6% | $80,959+50.9% |
| Participation rate | 42.9% | 76.0%-33.1pp | 80.6%-37.7pp | 67.7%-24.8pp |
| Annual return | 10.87% | 22.82%-11.9pp | 23.95%-13.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $754 | $4,015-81.2% | $4,675-83.9% | $2,757-72.7% |
| Participant deferral / active EE | $3,065 | $5,463-43.9% | $6,625-53.7% | $4,300-28.7% |
| Admin fee / account holder | $20,287 | $6,527+210.8% | $9,349+117.0% | $6,925+192.9% |