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 | $31,408 | $90,614-65.3% | $76,089-58.7% | $145,877-78.5% |
| Participation rate | 23.5% | 74.5%-51.0pp | 69.1%-45.6pp | 80.3%-56.8pp |
| Annual return | 7.77% | 623.80%-616.0pp | 360.94%-353.2pp | 551.28%-543.5pp |
| Employer contribution / active EE | $515 | $3,324-84.5% | $2,690-80.9% | $4,663-89.0% |
| Participant deferral / active EE | $1,500 | $5,168-71.0% | $4,259-64.8% | $6,691-77.6% |
| Admin fee / account holder | $450 | $8,376-94.6% | $6,418-93.0% | $13,402-96.6% |