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 | $57,590+126.1% | $86,233+51.0% | $82,448+57.9% |
| Participation rate | 28.2% | 57.9%-29.7pp | 69.0%-40.8pp | 68.1%-39.9pp |
| Annual return | 12.88% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,383 | $3,080-22.6% | $4,559-47.7% | $4,139-42.4% |
| Admin fee / account holder | $1,638 | $4,730-65.4% | $8,342-80.4% | $7,234-77.4% |