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 | $111,482 | $174,379-36.1% | $152,093-26.7% | $138,895-19.7% |
| Participation rate | 56.3% | 81.6%-25.4pp | 77.8%-21.5pp | 79.9%-23.7pp |
| Annual return | 9.38% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $883 | $4,652-81.0% | $4,175-78.8% | $4,194-78.9% |
| Participant deferral / active EE | $2,105 | $6,159-65.8% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $8,088 | $16,880-52.1% | $14,497-44.2% | $12,562-35.6% |