Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,477 | $111,535-55.6% | $105,223-53.0% | $137,256-64.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 5.50% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $662 | $3,939-83.2% | $3,689-82.0% | $4,156-84.1% |
| Participant deferral / active EE | $4,105 | $5,500-25.4% | $5,072-19.1% | $6,407-35.9% |
| Admin fee / account holder | $715 | $9,721-92.6% | $8,859-91.9% | $12,270-94.2% |