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 | $120,993 | $282,059-57.1% | $213,469-43.3% | $154,746-21.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 6.75% | 20.90%-14.2pp | 20.58%-13.8pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,670 | $8,186-30.7% | $6,841-17.1% | $6,730-15.8% |
| Admin fee / account holder | $76,686 | $37,435+104.8% | $27,141+182.5% | $14,365+433.8% |