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 | $60,203 | $150,447-60.0% | $136,298-55.8% | $147,586-59.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 6.57% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $204 | $5,256-96.1% | $4,696-95.7% | $4,876-95.8% |
| Participant deferral / active EE | $2,200 | $6,631-66.8% | $6,247-64.8% | $5,439-59.6% |
| Admin fee / account holder | $13,359 | $10,906+22.5% | $9,244+44.5% | $10,886+22.7% |