Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,189 | $185,312-72.9% | $161,489-68.9% | $154,746-67.6% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 8.05% | 103.84%-95.8pp | 89.72%-81.7pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,881 | $6,350-7.4% | $5,630+4.5% | $6,730-12.6% |
| Admin fee / account holder | $3,764 | $18,654-79.8% | $16,006-76.5% | $14,365-73.8% |