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 | $31,098 | $77,419-59.8% | $69,461-55.2% | $152,885-79.7% |
| Participation rate | 40.9% | 78.1%-37.2pp | 74.6%-33.7pp | 82.5%-41.5pp |
| Annual return | 2.31% | 39.07%-36.8pp | 28.97%-26.7pp | 345.39%-343.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $918 | $4,414-79.2% | $3,536-74.0% | $5,851-84.3% |
| Admin fee / account holder | $15,627 | $6,207+151.8% | $3,840+307.0% | $11,598+34.7% |