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 | $116,023 | $80,748+43.7% | $102,383+13.3% | $74,429+55.9% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.5pp |
| Annual return | 9.18% | 27.57%-18.4pp | 24.94%-15.8pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $643 | $3,159-79.6% | $3,870-83.4% | $2,625-75.5% |
| Participant deferral / active EE | $5,155 | $3,861+33.5% | $5,060+1.9% | $4,348+18.5% |
| Admin fee / account holder | $8,779 | $2,371+270.3% | $8,391+4.6% | $1,944+351.5% |