Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $140,827 | $209,336-32.7% | $197,124-28.6% | $137,256+2.6% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 9.88% | 48.09%-38.2pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,066 | $6,591-83.8% | $6,227-82.9% | $4,156-74.4% |
| Participant deferral / active EE | $7,833 | $9,614-18.5% | $9,135-14.2% | $6,407+22.3% |
| Admin fee / account holder | $553 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |