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 | $219,595 | $166,131+32.2% | $164,975+33.1% | $145,877+50.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 8.63% | 100.37%-91.7pp | 70.12%-61.5pp | 551.28%-542.7pp |
| Employer contribution / active EE | $969 | $5,276-81.6% | $4,343-77.7% | $4,663-79.2% |
| Participant deferral / active EE | $4,377 | $6,962-37.1% | $6,033-27.5% | $6,691-34.6% |
| Admin fee / account holder | $9,760 | $16,648-41.4% | $12,688-23.1% | $13,402-27.2% |