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 | $29,004 | $166,131-82.5% | $164,975-82.4% | $145,877-80.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.03% | 100.37%-92.3pp | 70.12%-62.1pp | 551.28%-543.2pp |
| Employer contribution / active EE | $744 | $5,276-85.9% | $4,343-82.9% | $4,663-84.1% |
| Participant deferral / active EE | $2,396 | $6,962-65.6% | $6,033-60.3% | $6,691-64.2% |
| Admin fee / account holder | $4,370 | $16,648-73.7% | $12,688-65.6% | $13,402-67.4% |