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 | $24,375 | $160,028-84.8% | $147,080-83.4% | $145,884-83.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.83% | 98.60%-89.8pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $558 | $5,286-89.4% | $4,933-88.7% | $4,662-88.0% |
| Participant deferral / active EE | $3,735 | $8,422-55.7% | $8,066-53.7% | $6,690-44.2% |
| Admin fee / account holder | $1,627 | $15,030-89.2% | $12,989-87.5% | $13,392-87.9% |