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 | $28,943 | $124,346-76.7% | $111,306-74.0% | $167,553-82.7% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 7.78% | 37.46%-29.7pp | 54.67%-46.9pp | 478.89%-471.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,083 | $5,182-59.8% | $4,488-53.6% | $6,343-67.2% |
| Admin fee / account holder | $36,858 | $10,623+247.0% | $7,966+362.7% | $12,316+199.3% |