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 | $27,189 | $44,984-39.6% | $85,009-68.0% | $74,546-63.5% |
| Participation rate | 19.1% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.1pp |
| Annual return | 7.33% | 26.25%-18.9pp | 66.47%-59.1pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,483 | $2,733-9.2% | $4,522-45.1% | $4,347-42.9% |
| Admin fee / account holder | $1,921 | $2,208-13.0% | $6,153-68.8% | $1,944-1.2% |