Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,947 | $85,766-32.4% | $136,298-57.5% | $70,126-17.4% |
| Participation rate | 58.6% | 74.2%-15.6pp | 81.9%-23.3pp | 69.5%-11.0pp |
| Annual return | 13.54% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $113 | $2,966-96.2% | $4,696-97.6% | $2,343-95.2% |
| Participant deferral / active EE | $2,176 | $5,051-56.9% | $6,247-65.2% | $3,332-34.7% |
| Admin fee / account holder | $6,551 | $5,421+20.9% | $9,244-29.1% | $4,645+41.0% |