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 | $45,552 | $108,922-58.2% | $100,398-54.6% | $145,978-68.8% |
| Participation rate | 47.6% | 83.0%-35.3pp | 81.5%-33.9pp | 80.3%-32.7pp |
| Annual return | 8.74% | 58.04%-49.3pp | 49.32%-40.6pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,270 | $8,450-14.0% | $8,084-10.1% | $6,690+8.7% |
| Admin fee / account holder | $17,188 | $9,680+77.6% | $7,893+117.8% | $13,400+28.3% |