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 | $30,159 | $168,635-82.1% | $147,617-79.6% | $125,389-75.9% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -8.40% | 77.65%-86.0pp | 61.98%-70.4pp | 282.24%-290.6pp |
| Employer contribution / active EE | $795 | $6,252-87.3% | $5,564-85.7% | $4,866-83.7% |
| Participant deferral / active EE | $6,800 | $5,507+23.5% | $4,895+38.9% | $5,352+27.1% |
| Admin fee / account holder | $303 | $13,580-97.8% | $11,612-97.4% | $9,541-96.8% |