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 | $55,667 | $160,040-65.2% | $147,096-62.2% | $145,877-61.8% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.7pp |
| Annual return | 6.01% | 98.49%-92.5pp | 419.75%-413.7pp | 551.28%-545.3pp |
| Employer contribution / active EE | $469 | $5,289-91.1% | $4,936-90.5% | $4,663-89.9% |
| Participant deferral / active EE | $4,049 | $8,429-52.0% | $8,071-49.8% | $6,691-39.5% |
| Admin fee / account holder | $16,504 | $15,050+9.7% | $13,005+26.9% | $13,402+23.1% |