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 | $55,554 | $63,342-12.3% | $92,236-39.8% | $70,131-20.8% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 12.37% | 530.15%-517.8pp | 176.29%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $155 | $2,471-93.7% | $3,679-95.8% | $2,342-93.4% |
| Participant deferral / active EE | $1,470 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $601 | $3,840-84.4% | $5,194-88.4% | $4,645-87.1% |