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 | $12,748 | $109,967-88.4% | $97,197-86.9% | $145,877-91.3% |
| Participation rate | 27.3% | 76.0%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 3.92% | 244.27%-240.4pp | 75.47%-71.6pp | 551.28%-547.4pp |
| Employer contribution / active EE | $92 | $3,077-97.0% | $2,723-96.6% | $4,663-98.0% |
| Participant deferral / active EE | $728 | $4,676-84.4% | $4,263-82.9% | $6,691-89.1% |
| Admin fee / account holder | $645 | $6,199-89.6% | $5,637-88.6% | $13,402-95.2% |