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 | $233,452 | $183,539+27.2% | $155,556+50.1% | $145,897+60.0% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 6.94% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $950 | $5,315-82.1% | $4,675-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $3,528 | $6,467-45.4% | $5,631-37.3% | $6,689-47.3% |
| Admin fee / account holder | $1,013 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |