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 | $5,869 | $102,938-94.3% | $94,105-93.8% | $138,895-95.8% |
| Participation rate | 18.2% | 74.6%-56.5pp | 71.9%-53.8pp | 79.9%-61.7pp |
| Annual return | 9.80% | 250.28%-240.5pp | 204.55%-194.8pp | 145.39%-135.6pp |
| Employer contribution / active EE | -$0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,364 | $4,196-67.5% | $3,881-64.9% | $6,396-78.7% |
| Admin fee / account holder | $116,805 | $6,600+1669.8% | $6,199+1784.2% | $12,562+829.8% |