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 | $55,981 | $30,385+84.2% | $56,054-0.1% | $74,400-24.8% |
| Participation rate | 17.8% | 32.9%-15.1pp | 52.5%-34.7pp | 67.2%-49.5pp |
| Annual return | 10.18% | 24.92%-14.7pp | 1705.95%-1695.8pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $77 | $609-87.4% | $1,039-92.6% | $2,624-97.1% |
| Participant deferral / active EE | $684 | $1,174-41.7% | $1,952-64.9% | $4,348-84.3% |
| Admin fee / account holder | $470 | $2,361-80.1% | $2,822-83.4% | $1,944-75.8% |