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 | $154,017 | $97,550+57.9% | $120,344+28.0% | $87,485+76.1% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.7%-18.4pp | 68.9%-10.6pp |
| Annual return | 9.22% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,560 | $4,230-15.8% | $5,135-30.7% | $4,274-16.7% |
| Admin fee / account holder | $29,777 | $9,543+212.0% | $12,742+133.7% | $7,775+283.0% |