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 | $191,079 | $183,539+4.1% | $155,556+22.8% | $145,897+31.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 4.06% | 61.31%-57.2pp | 64.84%-60.8pp | 552.29%-548.2pp |
| Employer contribution / active EE | $838 | $5,315-84.2% | $4,675-82.1% | $4,663-82.0% |
| Participant deferral / active EE | $8,647 | $6,467+33.7% | $5,631+53.6% | $6,689+29.3% |
| Admin fee / account holder | $5,811 | $19,275-69.8% | $15,885-63.4% | $13,390-56.6% |