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 | $155,313 | $97,550+59.2% | $120,344+29.1% | $87,485+77.5% |
| Participation rate | 39.6% | 72.8%-33.3pp | 76.7%-37.2pp | 68.9%-29.4pp |
| Annual return | 11.03% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.0pp |
| Employer contribution / active EE | $359 | $2,291-84.3% | $3,020-88.1% | $2,596-86.2% |
| Participant deferral / active EE | $2,603 | $4,230-38.5% | $5,135-49.3% | $4,274-39.1% |
| Admin fee / account holder | $1,821 | $9,543-80.9% | $12,742-85.7% | $7,775-76.6% |