Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $174,517 | $172,111+1.4% | $150,298+16.1% | $137,256+27.1% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 9.22% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $943 | $4,636-79.7% | $4,154-77.3% | $4,156-77.3% |
| Participant deferral / active EE | $1,215 | $6,166-80.3% | $5,453-77.7% | $6,407-81.0% |
| Admin fee / account holder | $502 | $16,471-97.0% | $14,116-96.4% | $12,270-95.9% |