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 | $166,117 | $199,109-16.6% | $173,730-4.4% | $154,746+7.3% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.6%-18.0pp | 80.7%-19.2pp |
| Annual return | 8.08% | 20.02%-11.9pp | 19.96%-11.9pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,670 | $7,113-34.3% | $6,326-26.2% | $6,730-30.6% |
| Admin fee / account holder | $27,764 | $20,916+32.7% | $17,523+58.4% | $14,365+93.3% |