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 | $120,219 | $106,864+12.5% | $147,318-18.4% | $82,637+45.5% |
| Participation rate | 46.4% | 75.5%-29.1pp | 82.1%-35.6pp | 68.1%-21.6pp |
| Annual return | 12.12% | 27.49%-15.4pp | 70.43%-58.3pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,693 | $6,496-43.1% | $7,906-53.3% | $4,126-10.5% |
| Admin fee / account holder | $7,589 | $8,415-9.8% | $13,708-44.6% | $7,339+3.4% |