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 | $220,466 | $108,825+102.6% | $156,181+41.2% | $82,448+167.4% |
| Participation rate | 31.1% | 72.4%-41.3pp | 78.8%-47.7pp | 68.1%-37.0pp |
| Annual return | 12.18% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,509 | $4,577-23.3% | $6,132-42.8% | $4,139-15.2% |
| Admin fee / account holder | $3,649 | $9,341-60.9% | $14,586-75.0% | $7,234-49.6% |