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 | $174,454 | $180,749-3.5% | $160,784+8.5% | $137,256+27.1% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.0%-7.4pp | 80.0%-10.4pp |
| Annual return | 6.55% | 2234.46%-2227.9pp | 1803.92%-1797.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $440 | $4,155-89.4% | $3,733-88.2% | $4,156-89.4% |
| Participant deferral / active EE | $2,038 | $6,844-70.2% | $6,293-67.6% | $6,407-68.2% |
| Admin fee / account holder | $4,153 | $10,397-60.1% | $9,717-57.3% | $12,270-66.2% |