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 | $227,121 | $152,612+48.8% | $125,192+81.4% | $152,897+48.5% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 2.40% | 54.85%-52.4pp | 43.79%-41.4pp | 345.43%-343.0pp |
| Employer contribution / active EE | $800 | $4,947-83.8% | $3,866-79.3% | $4,764-83.2% |
| Participant deferral / active EE | $2,302 | $5,868-60.8% | $4,937-53.4% | $5,851-60.7% |
| Admin fee / account holder | $472 | $13,437-96.5% | $9,704-95.1% | $11,599-95.9% |