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 | $127,270 | $154,228-17.5% | $145,433-12.5% | $137,256-7.3% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 10.81% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $719 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $3,077 | $8,216-62.6% | $7,897-61.0% | $6,407-52.0% |
| Admin fee / account holder | $41,967 | $14,344+192.6% | $13,129+219.7% | $12,270+242.0% |