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 | $62,220 | $96,491-35.5% | $75,894-18.0% | $152,885-59.3% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.5%-26.9pp |
| Annual return | 3.37% | 33.98%-30.6pp | 30.76%-27.4pp | 345.39%-342.0pp |
| Employer contribution / active EE | $483 | $3,310-85.4% | $2,501-80.7% | $4,763-89.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,588 | $8,079+241.5% | $5,420+409.0% | $11,598+137.9% |