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 | $140,704 | $159,934-12.0% | $147,005-4.3% | $145,959-3.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 5.90% | 98.24%-92.3pp | 418.76%-412.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $400 | $5,287-92.4% | $4,934-91.9% | $4,661-91.4% |
| Participant deferral / active EE | $3,960 | $8,427-53.0% | $8,070-50.9% | $6,689-40.8% |
| Admin fee / account holder | $687 | $15,053-95.4% | $13,006-94.7% | $13,398-94.9% |