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 | $125,485 | $110,379+13.7% | $102,412+22.5% | $145,884-14.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 7.77% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $842 | $4,216-80.0% | $3,870-78.2% | $4,662-81.9% |
| Participant deferral / active EE | $5,812 | $5,622+3.4% | $5,060+14.9% | $6,690-13.1% |
| Admin fee / account holder | $698 | $9,745-92.8% | $8,388-91.7% | $13,392-94.8% |