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 | $127,811 | $108,922+17.3% | $100,398+27.3% | $145,978-12.4% |
| Participation rate | 65.0% | 83.0%-18.0pp | 81.5%-16.5pp | 80.3%-15.3pp |
| Annual return | 9.90% | 58.04%-48.1pp | 49.32%-39.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,571 | $8,450-45.9% | $8,084-43.5% | $6,690-31.7% |
| Admin fee / account holder | $23,778 | $9,680+145.6% | $7,893+201.3% | $13,400+77.4% |