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 | $30,029 | $52,507-42.8% | $129,406-76.8% | $74,478-59.7% |
| Participation rate | 52.4% | 53.9%-1.5pp | 69.6%-17.3pp | 67.2%-14.8pp |
| Annual return | 9.67% | 15.64%-6.0pp | 9468.18%-9458.5pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $285 | $1,534-81.4% | $4,155-93.1% | $2,626-89.2% |
| Participant deferral / active EE | $2,271 | $2,801-18.9% | $4,167-45.5% | $4,350-47.8% |
| Admin fee / account holder | $2,319 | $2,639-12.1% | $7,689-69.8% | $1,946+19.2% |