Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,026 | $159,978-78.1% | $147,041-76.2% | $145,978-76.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 3.37% | 98.36%-95.0pp | 419.21%-415.8pp | 550.52%-547.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,261 | $8,429-61.3% | $8,071-59.6% | $6,690-51.3% |
| Admin fee / account holder | $24,681 | $15,053+64.0% | $13,006+89.8% | $13,400+84.2% |