Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $174,921 | $183,516-4.7% | $155,534+12.5% | $145,884+19.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 7.04% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $521 | $5,315-90.2% | $4,675-88.8% | $4,662-88.8% |
| Participant deferral / active EE | $1,945 | $6,467-69.9% | $5,630-65.5% | $6,690-70.9% |
| Admin fee / account holder | $5,245 | $19,293-72.8% | $15,900-67.0% | $13,392-60.8% |