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 | $106,419 | $102,938+3.4% | $94,105+13.1% | $138,895-23.4% |
| Participation rate | 35.7% | 74.6%-38.9pp | 71.9%-36.2pp | 79.9%-44.2pp |
| Annual return | 9.29% | 250.28%-241.0pp | 204.55%-195.3pp | 145.39%-136.1pp |
| Employer contribution / active EE | $160 | $2,732-94.2% | $2,504-93.6% | $4,194-96.2% |
| Participant deferral / active EE | $1,678 | $4,196-60.0% | $3,881-56.8% | $6,396-73.8% |
| Admin fee / account holder | $49,729 | $6,600+653.5% | $6,199+702.2% | $12,562+295.9% |