Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,041 | $162,136-76.5% | $152,301-75.0% | $154,746-75.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 9.87% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.5pp |
| Employer contribution / active EE | $853 | $4,890-82.6% | $4,624-81.6% | $4,379-80.5% |
| Participant deferral / active EE | $4,238 | $8,341-49.2% | $8,004-47.1% | $6,730-37.0% |
| Admin fee / account holder | $20,172 | $15,759+28.0% | $14,398+40.1% | $14,365+40.4% |