Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $92,548 | $102,595-9.8% | $94,057-1.6% | $154,746-40.2% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 80.7%-68.2pp |
| Annual return | 3.22% | 583.42%-580.2pp | 480.62%-477.4pp | 172.34%-169.1pp |
| Employer contribution / active EE | $201 | $3,147-93.6% | $2,933-93.2% | $4,379-95.4% |
| Participant deferral / active EE | $1,754 | $5,118-65.7% | $4,709-62.7% | $6,730-73.9% |
| Admin fee / account holder | $996 | $7,736-87.1% | $7,244-86.3% | $14,365-93.1% |