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 | $35,761 | $202,342-82.3% | $172,752-79.3% | $152,897-76.6% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 8.96% | 1029.83%-1020.9pp | 802.97%-794.0pp | 345.43%-336.5pp |
| Employer contribution / active EE | $1,179 | $5,858-79.9% | $5,144-77.1% | $4,764-75.2% |
| Participant deferral / active EE | $2,578 | $5,948-56.7% | $5,198-50.4% | $5,851-55.9% |
| Admin fee / account holder | $232,286 | $17,111+1257.5% | $13,955+1564.5% | $11,599+1902.6% |