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 | $122,788 | $117,895+4.2% | $102,460+19.8% | $145,897-15.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.99% | 31.92%-23.9pp | 29.47%-21.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $351 | $3,619-90.3% | $3,025-88.4% | $4,663-92.5% |
| Participant deferral / active EE | $2,605 | $5,736-54.6% | $5,056-48.5% | $6,689-61.1% |
| Admin fee / account holder | $848 | $13,353-93.6% | $9,460-91.0% | $13,390-93.7% |