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 | $57,413 | $49,976+14.9% | $66,674-13.9% | $82,637-30.5% |
| Participation rate | 15.6% | 63.1%-47.5pp | 73.7%-58.0pp | 68.1%-52.4pp |
| Annual return | 9.99% | 39.09%-29.1pp | 321.24%-311.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $511 | $2,847-82.1% | $4,084-87.5% | $4,126-87.6% |
| Admin fee / account holder | $71,585 | $4,594+1458.4% | $5,098+1304.2% | $7,339+875.4% |