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 | $35,941 | $227,291-84.2% | $214,702-83.3% | $155,188-76.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 5.60% | 60.08%-54.5pp | 54.55%-49.0pp | 148.84%-143.2pp |
| Employer contribution / active EE | $220 | $6,772-96.8% | $6,461-96.6% | $4,248-94.8% |
| Participant deferral / active EE | $3,656 | $9,582-61.8% | $9,147-60.0% | $6,531-44.0% |
| Admin fee / account holder | $321 | $20,413-98.4% | $19,830-98.4% | $14,480-97.8% |