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 | $39,500 | $159,978-75.3% | $147,041-73.1% | $145,978-72.9% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 7.23% | 98.36%-91.1pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $568 | $5,288-89.3% | $4,935-88.5% | $4,662-87.8% |
| Participant deferral / active EE | $3,520 | $8,429-58.2% | $8,071-56.4% | $6,690-47.4% |
| Admin fee / account holder | $40,597 | $15,053+169.7% | $13,006+212.1% | $13,400+203.0% |