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 | $32,567 | $76,407-57.4% | $150,298-78.3% | $82,448-60.5% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 9.84% | 39.99%-30.2pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $33 | $2,614-98.7% | $4,154-99.2% | $2,551-98.7% |
| Participant deferral / active EE | $1,156 | $3,214-64.0% | $5,453-78.8% | $4,139-72.1% |
| Admin fee / account holder | $17,775 | $6,352+179.8% | $14,116+25.9% | $7,234+145.7% |