Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,681 | $160,028-60.8% | $147,080-57.4% | $145,884-57.0% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 4.80% | 98.60%-93.8pp | 420.17%-415.4pp | 551.85%-547.0pp |
| Employer contribution / active EE | $224 | $5,286-95.8% | $4,933-95.5% | $4,662-95.2% |
| Participant deferral / active EE | $3,486 | $8,422-58.6% | $8,066-56.8% | $6,690-47.9% |
| Admin fee / account holder | $18,475 | $15,030+22.9% | $12,989+42.2% | $13,392+38.0% |