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 | $18,304 | $114,119-84.0% | $107,187-82.9% | $138,895-86.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 9.31% | 273.21%-263.9pp | 204.55%-195.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $828 | $4,059-79.6% | $3,782-78.1% | $4,194-80.3% |
| Participant deferral / active EE | $1,656 | $5,538-70.1% | $5,096-67.5% | $6,396-74.1% |
| Admin fee / account holder | $576 | $10,024-94.3% | $9,162-93.7% | $12,562-95.4% |