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 | $37,933 | $202,342-81.3% | $172,752-78.0% | $152,897-75.2% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 4.41% | 1029.83%-1025.4pp | 802.97%-798.6pp | 345.43%-341.0pp |
| Employer contribution / active EE | $833 | $5,858-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $3,310 | $5,948-44.4% | $5,198-36.3% | $5,851-43.4% |
| Admin fee / account holder | $25,262 | $17,111+47.6% | $13,955+81.0% | $11,599+117.8% |