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 | $49,145 | $51,638-4.8% | $68,368-28.1% | $82,448-40.4% |
| Participation rate | 45.9% | 63.6%-17.7pp | 73.8%-27.8pp | 68.1%-22.1pp |
| Annual return | 11.59% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $240 | $2,047-88.3% | $2,649-90.9% | $2,551-90.6% |
| Participant deferral / active EE | $1,795 | $2,914-38.4% | $4,123-56.5% | $4,139-56.6% |
| Admin fee / account holder | $17,628 | $4,643+279.6% | $5,150+242.3% | $7,234+143.7% |