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 | $174,441 | $168,635+3.4% | $147,617+18.2% | $125,389+39.1% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -4.81% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $755 | $6,252-87.9% | $5,564-86.4% | $4,866-84.5% |
| Participant deferral / active EE | $7,226 | $5,507+31.2% | $4,895+47.6% | $5,352+35.0% |
| Admin fee / account holder | $1,381 | $13,580-89.8% | $11,612-88.1% | $9,541-85.5% |