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 | $45,143 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 52.4% | 76.2%-23.9pp | 73.8%-21.4pp | 80.0%-27.6pp |
| Annual return | 9.00% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $352 | $2,788-87.4% | $2,649-86.7% | $4,156-91.5% |
| Participant deferral / active EE | $1,655 | $4,410-62.5% | $4,123-59.9% | $6,407-74.2% |
| Admin fee / account holder | $1,521 | $5,336-71.5% | $5,150-70.5% | $12,270-87.6% |