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 | $220,421 | $54,541+304.1% | $78,778+179.8% | $70,126+214.3% |
| Participation rate | 67.1% | 60.8%+6.3pp | 69.2%-2.1pp | 69.5%-2.5pp |
| Annual return | 11.89% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,056 | $2,210-7.0% | $2,958-30.5% | $3,332-38.3% |
| Admin fee / account holder | $8,548 | $3,709+130.5% | $5,134+66.5% | $4,645+84.0% |