Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,807 | $70,366-33.5% | $66,674-29.8% | $138,895-66.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 11.04% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $355 | $2,765-87.2% | $2,620-86.4% | $4,194-91.5% |
| Participant deferral / active EE | $2,193 | $4,374-49.9% | $4,084-46.3% | $6,396-65.7% |
| Admin fee / account holder | $1,316 | $5,262-75.0% | $5,098-74.2% | $12,562-89.5% |