Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,137 | $160,040-75.5% | $147,096-73.4% | $145,877-73.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 8.11% | 98.49%-90.4pp | 419.75%-411.6pp | 551.28%-543.2pp |
| Employer contribution / active EE | $914 | $5,289-82.7% | $4,936-81.5% | $4,663-80.4% |
| Participant deferral / active EE | $2,890 | $8,429-65.7% | $8,071-64.2% | $6,691-56.8% |
| Admin fee / account holder | $285,568 | $15,050+1797.5% | $13,005+2095.8% | $13,402+2030.8% |