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 | $97,550+31.0% | $120,344+6.2% | $87,485+46.0% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.7%-19.0pp | 68.9%-11.2pp |
| Annual return | 7.05% | 18.41%-11.4pp | 20.30%-13.2pp | 26.06%-19.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,038 | $4,230-4.5% | $5,135-21.4% | $4,274-5.5% |
| Admin fee / account holder | $40,413 | $9,543+323.5% | $12,742+217.2% | $7,775+419.8% |