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 | $127,750 | $104,098+22.7% | $140,514-9.1% | $94,015+35.9% |
| Participation rate | 57.7% | 73.7%-16.0pp | 77.8%-20.1pp | 70.8%-13.1pp |
| Annual return | 7.05% | 15.14%-8.1pp | 14.36%-7.3pp | 17.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,038 | $4,033+0.1% | $4,919-17.9% | $4,249-5.0% |
| Admin fee / account holder | $40,413 | $10,439+287.1% | $13,697+195.0% | $8,951+351.5% |