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 | $62,337 | $209,888-70.3% | $189,545-67.1% | $167,553-62.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 5.36% | 748.66%-743.3pp | 555.36%-550.0pp | 478.89%-473.5pp |
| Employer contribution / active EE | $1,151 | $6,915-83.4% | $6,162-81.3% | $4,840-76.2% |
| Participant deferral / active EE | $5,495 | $8,934-38.5% | $8,220-33.2% | $6,343-13.4% |
| Admin fee / account holder | $574 | $14,300-96.0% | $12,049-95.2% | $12,316-95.3% |