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 | $242,479 | $106,524+127.6% | $152,301+59.2% | $87,485+177.2% |
| Participation rate | 45.8% | 75.8%-29.9pp | 82.4%-36.6pp | 68.9%-23.1pp |
| Annual return | 12.54% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,861 | $6,525-25.5% | $8,004-39.3% | $4,274+13.7% |
| Admin fee / account holder | $15,122 | $8,287+82.5% | $14,398+5.0% | $7,775+94.5% |