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 | $122,821 | $68,878+78.3% | $120,574+1.9% | $80,935+51.8% |
| Participation rate | 55.0% | 61.7%-6.7pp | 71.9%-16.9pp | 67.7%-12.7pp |
| Annual return | 8.42% | 23.67%-15.3pp | 107.42%-99.0pp | 35.66%-27.2pp |
| Employer contribution / active EE | $300 | $2,065-85.5% | $3,471-91.4% | $2,757-89.1% |
| Participant deferral / active EE | $2,334 | $3,189-26.8% | $4,996-53.3% | $4,299-45.7% |
| Admin fee / account holder | $2,947 | $5,782-49.0% | $9,445-68.8% | $6,924-57.4% |