Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,886 | $180,749-76.3% | $160,784-73.3% | $137,256-68.8% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.0%-30.8pp | 80.0%-33.8pp |
| Annual return | 9.32% | 2234.46%-2225.1pp | 1803.92%-1794.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,424 | $6,844-64.6% | $6,293-61.5% | $6,407-62.2% |
| Admin fee / account holder | $3,052 | $10,397-70.6% | $9,717-68.6% | $12,270-75.1% |