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 | $235,265 | $168,635+39.5% | $147,617+59.4% | $125,389+87.6% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -4.92% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.2pp |
| Employer contribution / active EE | $668 | $6,252-89.3% | $5,564-88.0% | $4,866-86.3% |
| Participant deferral / active EE | $9,068 | $5,507+64.7% | $4,895+85.2% | $5,352+69.4% |
| Admin fee / account holder | $4,004 | $13,580-70.5% | $11,612-65.5% | $9,541-58.0% |