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.
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 | $157,737 | $138,312+14.0% | $122,979+28.3% | $155,188+1.6% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 3.97% | 22.06%-18.1pp | 20.12%-16.1pp | 148.84%-144.9pp |
| Employer contribution / active EE | $1,395 | $3,530-60.5% | $3,062-54.4% | $4,248-67.2% |
| Participant deferral / active EE | $1,691 | $5,592-69.8% | $5,003-66.2% | $6,531-74.1% |
| Admin fee / account holder | $815 | $15,089-94.6% | $12,864-93.7% | $14,480-94.4% |