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 | $103,315 | $73,988+39.6% | $96,538+7.0% | $75,177+37.4% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 11.02% | 26.73%-15.7pp | 35.74%-24.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,481 | $3,660-32.2% | $4,880-49.2% | $4,126-39.9% |
| Admin fee / account holder | $8,503 | $5,220+62.9% | $6,737+26.2% | $5,651+50.5% |