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 | $37,725 | $102,422-63.2% | $147,117-74.4% | $80,959-53.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 10.91% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $251 | $3,717-93.2% | $4,932-94.9% | $2,757-90.9% |
| Participant deferral / active EE | $2,783 | $6,652-58.2% | $8,065-65.5% | $4,300-35.3% |
| Admin fee / account holder | $669 | $7,953-91.6% | $12,993-94.9% | $6,925-90.3% |