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 | $36,218 | $114,119-68.3% | $107,187-66.2% | $138,895-73.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 10.10% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $728 | $4,059-82.1% | $3,782-80.8% | $4,194-82.6% |
| Participant deferral / active EE | $2,577 | $5,538-53.5% | $5,096-49.4% | $6,396-59.7% |
| Admin fee / account holder | $44,478 | $10,024+343.7% | $9,162+385.4% | $12,562+254.1% |