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 | $206,070 | $106,524+93.4% | $152,301+35.3% | $87,485+135.6% |
| Participation rate | 43.9% | 75.8%-31.8pp | 82.4%-38.5pp | 68.9%-25.0pp |
| Annual return | 13.32% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,086 | $6,525+8.6% | $8,004-11.5% | $4,274+65.8% |
| Admin fee / account holder | $7,493 | $8,287-9.6% | $14,398-48.0% | $7,775-3.6% |