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 | $136,694 | $154,228-11.4% | $145,433-6.0% | $137,256-0.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 3.17% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $826 | $4,804-82.8% | $4,554-81.9% | $4,156-80.1% |
| Participant deferral / active EE | $2,823 | $8,216-65.6% | $7,897-64.3% | $6,407-55.9% |
| Admin fee / account holder | $1,047 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |