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 | $28,750 | $124,425-76.9% | $112,040-74.3% | $137,256-79.1% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.5%-38.0pp | 80.0%-41.5pp |
| Annual return | 7.80% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $216 | $3,411-93.7% | $2,954-92.7% | $4,156-94.8% |
| Participant deferral / active EE | $2,157 | $5,718-62.3% | $5,098-57.7% | $6,407-66.3% |
| Admin fee / account holder | $21,147 | $15,207+39.1% | $12,098+74.8% | $12,270+72.3% |