Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $174,033 | $217,432-20.0% | $185,849-6.4% | $167,536+3.9% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 8.59% | 148.42%-139.8pp | 122.10%-113.5pp | 478.82%-470.2pp |
| Employer contribution / active EE | $382 | $5,875-93.5% | $5,169-92.6% | $4,839-92.1% |
| Participant deferral / active EE | $3,874 | $6,357-39.1% | $5,569-30.4% | $6,342-38.9% |
| Admin fee / account holder | $1,694 | $19,818-91.5% | $16,244-89.6% | $12,315-86.2% |