Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,328 | $45,119+0.5% | $85,126-46.8% | $74,429-39.1% |
| Participation rate | 18.6% | 49.4%-30.8pp | 67.5%-48.9pp | 67.2%-48.6pp |
| Annual return | 8.35% | 26.28%-17.9pp | 66.63%-58.3pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,463 | $2,738+63.0% | $4,523-1.3% | $4,348+2.6% |
| Admin fee / account holder | $14,669 | $2,214+562.6% | $6,160+138.1% | $1,944+654.5% |