Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,727 | $101,672-54.0% | $147,117-68.2% | $74,478-37.3% |
| Participation rate | 68.6% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.3pp |
| Annual return | 11.17% | 8757.83%-8746.7pp | 420.54%-409.4pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $835 | $3,813-78.1% | $4,932-83.1% | $2,626-68.2% |
| Participant deferral / active EE | $3,300 | $7,305-54.8% | $8,065-59.1% | $4,350-24.1% |
| Admin fee / account holder | $1,998 | $1,753+14.0% | $12,993-84.6% | $1,946+2.7% |