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 | $241,155 | $49,024+391.9% | $112,860+113.7% | $87,485+175.7% |
| Participation rate | 29.0% | 62.2%-33.1pp | 66.3%-37.3pp | 68.9%-39.9pp |
| Annual return | 11.83% | 43.86%-32.0pp | 35.26%-23.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,773 | $2,209-19.7% | $3,493-49.2% | $4,274-58.5% |
| Admin fee / account holder | $40,966 | $6,266+553.8% | $6,841+498.8% | $7,775+426.9% |