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 | $127,246 | $162,136-21.5% | $152,301-16.5% | $154,746-17.8% |
| Participation rate | 43.8% | 84.1%-40.4pp | 82.4%-38.7pp | 80.7%-37.0pp |
| Annual return | 11.30% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $778 | $4,890-84.1% | $4,624-83.2% | $4,379-82.2% |
| Participant deferral / active EE | $4,870 | $8,341-41.6% | $8,004-39.2% | $6,730-27.6% |
| Admin fee / account holder | $935 | $15,759-94.1% | $14,398-93.5% | $14,365-93.5% |