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 | $26,081 | $76,407-65.9% | $150,298-82.6% | $82,448-68.4% |
| Participation rate | 16.0% | 66.4%-50.4pp | 77.8%-61.8pp | 68.1%-52.1pp |
| Annual return | 10.30% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,466 | $3,214-54.4% | $5,453-73.1% | $4,139-64.6% |
| Admin fee / account holder | $51,236 | $6,352+706.6% | $14,116+263.0% | $7,234+608.2% |