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 | $109,855 | $77,962+40.9% | $178,540-38.5% | $80,935+35.7% |
| Participation rate | 47.4% | 65.7%-18.3pp | 77.1%-29.7pp | 67.7%-20.3pp |
| Annual return | 10.29% | 18.10%-7.8pp | 27.15%-16.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,907 | $4,404-56.7% | $6,281-69.6% | $4,299-55.7% |
| Admin fee / account holder | $1,093 | $7,156-84.7% | $10,424-89.5% | $6,924-84.2% |