Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $165,889 | $166,268-0.2% | $165,100+0.5% | $145,897+13.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 7.64% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $894 | $5,284-83.1% | $4,348-79.4% | $4,663-80.8% |
| Participant deferral / active EE | $2,344 | $6,964-66.3% | $6,035-61.2% | $6,689-65.0% |
| Admin fee / account holder | $34,038 | $16,659+104.3% | $12,696+168.1% | $13,390+154.2% |