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 | $39,595 | $160,070-75.3% | $147,117-73.1% | $145,897-72.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.10% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $911 | $5,285-82.8% | $4,932-81.5% | $4,663-80.5% |
| Participant deferral / active EE | $5,085 | $8,419-39.6% | $8,065-36.9% | $6,689-24.0% |
| Admin fee / account holder | $536 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |