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 | $51,049 | $101,591-49.8% | $147,096-65.3% | $74,429-31.4% |
| Participation rate | 25.0% | 75.5%-50.5pp | 82.2%-57.2pp | 67.2%-42.2pp |
| Annual return | 11.71% | 8746.45%-8734.7pp | 419.75%-408.0pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $392 | $3,813-89.7% | $4,936-92.1% | $2,625-85.1% |
| Participant deferral / active EE | $4,323 | $7,302-40.8% | $8,071-46.4% | $4,348-0.6% |
| Admin fee / account holder | $14,072 | $1,750+704.1% | $13,005+8.2% | $1,944+623.8% |