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.
Participant 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 | $187,410 | $184,014+1.8% | $161,149+16.3% | $138,895+34.9% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.8%-48.8pp | 79.9%-49.9pp |
| Annual return | 5.46% | 21.52%-16.1pp | 21.16%-15.7pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $891 | $6,909-87.1% | $6,153-85.5% | $6,396-86.1% |
| Admin fee / account holder | $25,020 | $18,027+38.8% | $15,194+64.7% | $12,562+99.2% |