Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,456 | $72,071-68.8% | $68,368-67.2% | $137,256-83.6% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.0%-36.2pp |
| Annual return | 13.08% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $757 | $4,410-82.8% | $4,123-81.6% | $6,407-88.2% |
| Admin fee / account holder | $3,988 | $5,336-25.3% | $5,150-22.6% | $12,270-67.5% |