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 | $25,884 | $160,040-83.8% | $147,096-82.4% | $145,877-82.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.04% | 98.49%-89.5pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $186 | $5,289-96.5% | $4,936-96.2% | $4,663-96.0% |
| Participant deferral / active EE | $3,275 | $8,429-61.1% | $8,071-59.4% | $6,691-51.1% |
| Admin fee / account holder | $1,382 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |