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 | $127,683 | $108,825+17.3% | $156,181-18.2% | $82,448+54.9% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 10.97% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $437 | $2,870-84.8% | $4,294-89.8% | $2,551-82.9% |
| Participant deferral / active EE | $2,916 | $4,577-36.3% | $6,132-52.4% | $4,139-29.5% |
| Admin fee / account holder | $5,743 | $9,341-38.5% | $14,586-60.6% | $7,234-20.6% |