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 | $114,712+11.3% | $173,730-26.5% | $87,485+45.9% |
| Participation rate | 38.9% | 73.0%-34.1pp | 79.6%-40.7pp | 68.9%-30.0pp |
| Annual return | 10.97% | 20.18%-9.2pp | 19.96%-9.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $437 | $2,904-84.9% | $4,577-90.4% | $2,596-83.2% |
| Participant deferral / active EE | $2,916 | $4,642-37.2% | $6,326-53.9% | $4,274-31.8% |
| Admin fee / account holder | $5,743 | $10,210-43.8% | $17,523-67.2% | $7,775-26.1% |