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 | $100,782 | $86,288+16.8% | $111,306-9.5% | $85,851+17.4% |
| Participation rate | 54.0% | 73.3%-19.3pp | 77.3%-23.3pp | 69.3%-15.3pp |
| Annual return | 6.34% | 19.99%-13.7pp | 54.67%-48.3pp | 318.63%-312.3pp |
| Employer contribution / active EE | $427 | $2,044-79.1% | $2,732-84.4% | $2,565-83.3% |
| Participant deferral / active EE | $3,278 | $3,641-10.0% | $4,488-26.9% | $3,952-17.1% |
| Admin fee / account holder | $2,515 | $8,189-69.3% | $7,966-68.4% | $6,261-59.8% |