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 | $205,266 | $109,620+87.3% | $148,496+38.2% | $94,015+118.3% |
| Participation rate | 44.8% | 71.3%-26.5pp | 76.0%-31.3pp | 70.8%-26.0pp |
| Annual return | 10.22% | 17.54%-7.3pp | 12.33%-2.1pp | 17.84%-7.6pp |
| Employer contribution / active EE | $257 | $2,618-90.2% | $3,497-92.6% | $2,790-90.8% |
| Participant deferral / active EE | $5,149 | $3,831+34.4% | $4,808+7.1% | $4,249+21.2% |
| Admin fee / account holder | $14,423 | $10,050+43.5% | $19,547-26.2% | $8,951+61.1% |