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 | $27,314 | $118,877-77.0% | $96,570-71.7% | $167,536-83.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 4.95% | 50.50%-45.6pp | 37.79%-32.8pp | 478.82%-473.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,171 | $4,617+12.0% | $3,849+34.3% | $6,342-18.5% |
| Admin fee / account holder | $7,876 | $8,069-2.4% | $6,182+27.4% | $12,315-36.0% |