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 | $67,337 | $88,754-24.1% | $81,820-17.7% | $145,877-53.8% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 8.75% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $323 | $3,085-89.5% | $2,915-88.9% | $4,663-93.1% |
| Participant deferral / active EE | $728 | $4,648-84.3% | $4,323-83.2% | $6,691-89.1% |
| Admin fee / account holder | $4,047 | $8,424-52.0% | $7,391-45.2% | $13,402-69.8% |