Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,228 | $111,535-56.8% | $105,223-54.2% | $137,256-64.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 4.95% | 237.85%-232.9pp | 180.65%-175.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $571 | $3,939-85.5% | $3,689-84.5% | $4,156-86.3% |
| Participant deferral / active EE | $5,167 | $5,500-6.1% | $5,072+1.9% | $6,407-19.4% |
| Admin fee / account holder | $7,629 | $9,721-21.5% | $8,859-13.9% | $12,270-37.8% |