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 | $130,192 | $60,442+115.4% | $96,754+34.6% | $87,485+48.8% |
| Participation rate | 28.2% | 58.7%-30.5pp | 70.3%-42.1pp | 68.9%-40.7pp |
| Annual return | 12.88% | 21.97%-9.1pp | 82.04%-69.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,383 | $3,280-27.4% | $4,758-49.9% | $4,274-44.2% |
| Admin fee / account holder | $1,638 | $5,069-67.7% | $8,905-81.6% | $7,775-78.9% |