Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,109 | $166,131-71.6% | $164,975-71.4% | $145,877-67.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 8.36% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,006 | $5,276-80.9% | $4,343-76.8% | $4,663-78.4% |
| Participant deferral / active EE | $5,876 | $6,962-15.6% | $6,033-2.6% | $6,691-12.2% |
| Admin fee / account holder | $1,350 | $16,648-91.9% | $12,688-89.4% | $13,402-89.9% |