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 | $167,674 | $106,749+57.1% | $145,433+15.3% | $82,448+103.4% |
| Participation rate | 62.3% | 75.6%-13.4pp | 82.1%-19.8pp | 68.1%-5.8pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,558 | $6,519-30.1% | $7,897-42.3% | $4,139+10.1% |
| Admin fee / account holder | $15,757 | $8,390+87.8% | $13,129+20.0% | $7,234+117.8% |