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 | $33,021 | $70,666-53.3% | $169,369-80.5% | $75,173-56.1% |
| Participation rate | 14.8% | 64.8%-50.0pp | 77.2%-62.3pp | 67.2%-52.4pp |
| Annual return | 9.26% | 36.37%-27.1pp | 405.70%-396.4pp | 160.65%-151.4pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,011-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,076 | $4,308-51.8% | $6,221-66.6% | $4,126-49.7% |
| Admin fee / account holder | $26,730 | $5,402+394.8% | $9,009+196.7% | $5,651+373.0% |