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 | $13,791 | $29,319-53.0% | $52,425-73.7% | $82,448-83.3% |
| Participation rate | 31.6% | 46.9%-15.3pp | 55.6%-24.0pp | 68.1%-36.5pp |
| Annual return | 12.50% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $55 | $586-90.5% | $914-93.9% | $2,551-97.8% |
| Participant deferral / active EE | $860 | $1,171-26.6% | $1,790-52.0% | $4,139-79.2% |
| Admin fee / account holder | $830 | $1,962-57.7% | $2,495-66.7% | $7,234-88.5% |