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 | $29,963 | $148,623-79.8% | $135,974-78.0% | $139,466-78.5% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 11.83% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,400 | $8,103-21.0% | $7,760-17.5% | $6,712-4.6% |
| Admin fee / account holder | $35,306 | $12,406+184.6% | $10,767+227.9% | $11,409+209.5% |