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 | $170,610 | $105,210+62.2% | $159,487+7.0% | $85,851+98.7% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.8%-14.2pp | 69.3%-0.7pp |
| Annual return | 12.35% | 45.08%-32.7pp | 263.71%-251.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $627 | $3,319-81.1% | $4,831-87.0% | $2,565-75.5% |
| Participant deferral / active EE | $6,066 | $5,946+2.0% | $7,354-17.5% | $3,952+53.5% |
| Admin fee / account holder | $4,209 | $6,934-39.3% | $10,804-61.0% | $6,261-32.8% |