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 | $142,248 | $75,541+88.3% | $152,093-6.5% | $82,637+72.1% |
| Participation rate | 16.9% | 66.5%-49.6pp | 77.8%-60.8pp | 68.1%-51.1pp |
| Annual return | 12.15% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $984 | $3,206-69.3% | $5,451-82.0% | $4,126-76.2% |
| Admin fee / account holder | $24,283 | $6,405+279.2% | $14,497+67.5% | $7,339+230.9% |