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 | $36,818 | $81,208-54.7% | $98,920-62.8% | $79,856-53.9% |
| Participation rate | 61.1% | 72.5%-11.5pp | 76.0%-15.0pp | 69.6%-8.6pp |
| Annual return | 6.39% | 60.99%-54.6pp | 196.47%-190.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,023 | $3,265-38.0% | $4,245-52.3% | $3,741-45.9% |
| Admin fee / account holder | $1,996 | $6,013-66.8% | $6,643-69.9% | $5,306-62.4% |