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 | $108,909 | $103,392+5.3% | $87,104+25.0% | $152,897-28.8% |
| Participation rate | 61.1% | 79.4%-18.2pp | 76.9%-15.8pp | 82.5%-21.3pp |
| Annual return | 1.76% | 28.10%-26.3pp | 28.19%-26.4pp | 345.43%-343.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,447 | $4,778-48.8% | $4,048-39.6% | $5,851-58.2% |
| Admin fee / account holder | $16,062 | $12,194+31.7% | $7,491+114.4% | $11,599+38.5% |