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 | $21,150 | $27,924-24.3% | $58,544-63.9% | $75,181-71.9% |
| Participation rate | 21.7% | 38.8%-17.1pp | 50.9%-29.1pp | 67.2%-45.5pp |
| Annual return | 13.09% | 44.20%-31.1pp | 4249.56%-4236.5pp | 160.69%-147.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $920 | $1,202-23.5% | $1,923-52.2% | $4,126-77.7% |
| Admin fee / account holder | $14,661 | $1,726+749.3% | $2,520+481.9% | $5,650+159.5% |