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 | $93,676 | $78,682+19.1% | $109,188-14.2% | $85,851+9.1% |
| Participation rate | 26.1% | 68.3%-42.2pp | 75.9%-49.8pp | 69.3%-43.2pp |
| Annual return | 10.39% | 25.09%-14.7pp | 25.76%-15.4pp | 318.63%-308.2pp |
| Employer contribution / active EE | $616 | $2,734-77.4% | $3,723-83.4% | $2,565-76.0% |
| Participant deferral / active EE | $1,676 | $3,468-51.7% | $4,654-64.0% | $3,952-57.6% |
| Admin fee / account holder | $6,966 | $5,470+27.4% | $6,755+3.1% | $6,261+11.3% |