Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,354 | $159,978-84.2% | $147,041-82.8% | $145,978-82.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.25% | 98.36%-92.1pp | 419.21%-413.0pp | 550.52%-544.3pp |
| Employer contribution / active EE | $503 | $5,288-90.5% | $4,935-89.8% | $4,662-89.2% |
| Participant deferral / active EE | $3,155 | $8,429-62.6% | $8,071-60.9% | $6,690-52.8% |
| Admin fee / account holder | $402 | $15,053-97.3% | $13,006-96.9% | $13,400-97.0% |