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 | $78,013+40.8% | $178,449-38.4% | $80,911+35.8% |
| Participation rate | 47.4% | 65.7%-18.3pp | 77.1%-29.7pp | 67.6%-20.3pp |
| Annual return | 10.29% | 18.07%-7.8pp | 27.09%-16.8pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,907 | $4,408-56.7% | $6,277-69.6% | $4,297-55.6% |
| Admin fee / account holder | $1,093 | $7,166-84.7% | $10,362-89.4% | $6,935-84.2% |