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 | $163,357 | $154,228+5.9% | $145,433+12.3% | $137,256+19.0% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 3.23% | 74.59%-71.4pp | 66.58%-63.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $620 | $4,804-87.1% | $4,554-86.4% | $4,156-85.1% |
| Participant deferral / active EE | $3,655 | $8,216-55.5% | $7,897-53.7% | $6,407-43.0% |
| Admin fee / account holder | $216,611 | $14,344+1410.2% | $13,129+1549.9% | $12,270+1665.4% |