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 | $128,851 | $57,590+123.7% | $86,233+49.4% | $82,448+56.3% |
| Participation rate | 43.5% | 57.9%-14.4pp | 69.0%-25.5pp | 68.1%-24.6pp |
| Annual return | 13.52% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,177 | $3,080+35.6% | $4,559-8.4% | $4,139+0.9% |
| Admin fee / account holder | $10,332 | $4,730+118.4% | $8,342+23.9% | $7,234+42.8% |