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 | $26,828 | $79,449-66.2% | $189,575-85.8% | $85,847-68.7% |
| Participation rate | 37.9% | 66.0%-28.1pp | 78.4%-40.5pp | 69.3%-31.4pp |
| Annual return | 9.17% | 18.45%-9.3pp | 64.19%-55.0pp | 318.61%-309.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,523 | $4,051-62.4% | $6,174-75.3% | $3,952-61.5% |
| Admin fee / account holder | $7,611 | $5,377+41.5% | $9,806-22.4% | $6,261+21.6% |