Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $128,422 | $150,412-14.6% | $120,574+6.5% | $145,884-12.0% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 6.18% | 154.50%-148.3pp | 107.42%-101.2pp | 551.85%-545.7pp |
| Employer contribution / active EE | $666 | $4,355-84.7% | $3,471-80.8% | $4,662-85.7% |
| Participant deferral / active EE | $1,996 | $6,175-67.7% | $4,996-60.0% | $6,690-70.2% |
| Admin fee / account holder | $9,324 | $12,224-23.7% | $9,445-1.3% | $13,392-30.4% |