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 | $203,196 | $183,968+10.5% | $162,166+25.3% | $152,870+32.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 7.27% | 150.77%-143.5pp | 115.59%-108.3pp | 345.34%-338.1pp |
| Employer contribution / active EE | $760 | $6,371-88.1% | $5,614-86.5% | $4,763-84.1% |
| Participant deferral / active EE | $2,940 | $8,034-63.4% | $7,298-59.7% | $5,850-49.7% |
| Admin fee / account holder | $20,000 | $13,121+52.4% | $10,842+84.5% | $11,597+72.5% |