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 | $132,284 | $106,864+23.8% | $147,318-10.2% | $82,637+60.1% |
| Participation rate | 58.6% | 75.5%-16.9pp | 82.1%-23.4pp | 68.1%-9.4pp |
| Annual return | 12.76% | 27.49%-14.7pp | 70.43%-57.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,878 | $6,496+5.9% | $7,906-13.0% | $4,126+66.7% |
| Admin fee / account holder | $3,262 | $8,415-61.2% | $13,708-76.2% | $7,339-55.6% |