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 | $125,988 | $95,453+32.0% | $112,040+12.4% | $82,448+52.8% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.5%-32.0pp | 68.1%-23.6pp |
| Annual return | 9.32% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $446 | $2,318-80.8% | $2,954-84.9% | $2,551-82.5% |
| Participant deferral / active EE | $3,481 | $4,224-17.6% | $5,098-31.7% | $4,139-15.9% |
| Admin fee / account holder | $3,398 | $9,013-62.3% | $12,098-71.9% | $7,234-53.0% |