Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,442 | $68,097-80.3% | $62,929-78.6% | $137,256-90.2% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 10.20% | 1859.11%-1848.9pp | 1063.93%-1053.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $997 | $4,553-78.1% | $3,888-74.3% | $6,407-84.4% |
| Admin fee / account holder | $82,804 | $6,521+1169.7% | $5,065+1535.0% | $12,270+574.8% |