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 | $175,419 | $126,661+38.5% | $113,397+54.7% | $138,895+26.3% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 8.76% | 25.05%-16.3pp | 23.20%-14.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $728 | $3,456-78.9% | $2,977-75.6% | $4,194-82.7% |
| Participant deferral / active EE | $6,355 | $5,693+11.6% | $5,076+25.2% | $6,396-0.6% |
| Admin fee / account holder | $3,489 | $14,549-76.0% | $11,957-70.8% | $12,562-72.2% |