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 | $41,069 | $60,119-31.7% | $90,430-54.6% | $79,858-48.6% |
| Participation rate | 35.0% | 65.0%-30.0pp | 72.7%-37.7pp | 69.6%-34.6pp |
| Annual return | 9.49% | 71.94%-62.4pp | 1293.73%-1284.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,487 | $2,938+18.7% | $3,963-12.0% | $3,740-6.8% |
| Admin fee / account holder | $9,259 | $3,976+132.9% | $5,613+64.9% | $5,306+74.5% |