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 | $157,888 | $129,737+21.7% | $119,126+32.5% | $154,746+2.0% |
| Participation rate | 56.5% | 78.9%-22.3pp | 75.8%-19.2pp | 80.7%-24.2pp |
| Annual return | 7.05% | 379.08%-372.0pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $751 | $4,375-82.8% | $4,034-81.4% | $4,379-82.9% |
| Participant deferral / active EE | $4,218 | $5,842-27.8% | $5,318-20.7% | $6,730-37.3% |
| Admin fee / account holder | $1,847 | $11,961-84.6% | $10,693-82.7% | $14,365-87.1% |