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 | $111,023 | $73,787+50.5% | $98,716+12.5% | $82,448+34.7% |
| Participation rate | 21.6% | 61.4%-39.8pp | 69.3%-47.7pp | 68.1%-46.5pp |
| Annual return | 10.80% | 18.57%-7.8pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $140 | $1,511-90.7% | $2,279-93.8% | $2,551-94.5% |
| Participant deferral / active EE | $1,269 | $3,081-58.8% | $4,048-68.6% | $4,139-69.3% |
| Admin fee / account holder | $8,383 | $6,500+29.0% | $8,703-3.7% | $7,234+15.9% |