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 | $51,434 | $209,422-75.4% | $178,503-71.2% | $158,982-67.6% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 1.92% | 188.81%-186.9pp | 151.12%-149.2pp | 302.99%-301.1pp |
| Employer contribution / active EE | $893 | $5,707-84.4% | $5,011-82.2% | $4,763-81.3% |
| Participant deferral / active EE | $4,502 | $5,955-24.4% | $5,202-13.5% | $5,983-24.8% |
| Admin fee / account holder | $17,630 | $17,079+3.2% | $13,987+26.0% | $11,252+56.7% |