Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,415 | $114,119-84.7% | $107,187-83.8% | $138,895-87.5% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 11.04% | 273.21%-262.2pp | 204.55%-193.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $746 | $4,059-81.6% | $3,782-80.3% | $4,194-82.2% |
| Participant deferral / active EE | $1,878 | $5,538-66.1% | $5,096-63.2% | $6,396-70.6% |
| Admin fee / account holder | $313 | $10,024-96.9% | $9,162-96.6% | $12,562-97.5% |