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 | $63,415 | $209,422-69.7% | $178,503-64.5% | $158,982-60.1% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 2.78% | 188.81%-186.0pp | 151.12%-148.3pp | 302.99%-300.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,444 | $5,955+41.8% | $5,202+62.3% | $5,983+41.1% |
| Admin fee / account holder | $29,503 | $17,079+72.7% | $13,987+110.9% | $11,252+162.2% |