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 | $38,160 | $165,399-76.9% | $149,745-74.5% | $158,982-76.0% |
| Participation rate | 8.3% | 84.6%-76.2pp | 82.5%-74.1pp | 82.0%-73.6pp |
| Annual return | 4.53% | 348.34%-343.8pp | 276.72%-272.2pp | 302.99%-298.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,355 | $7,183+44.2% | $6,843+51.3% | $5,983+73.1% |
| Admin fee / account holder | $1,222 | $10,811-88.7% | $9,312-86.9% | $11,252-89.1% |