Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,056 | $62,592-71.2% | $85,709-78.9% | $85,847-79.0% |
| Participation rate | 32.0% | 61.1%-29.1pp | 69.9%-37.9pp | 69.3%-37.3pp |
| Annual return | 10.36% | 23.77%-13.4pp | 21.49%-11.1pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,582 | $2,802-43.5% | $3,924-59.7% | $3,952-60.0% |
| Admin fee / account holder | $18,779 | $4,643+304.5% | $6,876+173.1% | $6,261+200.0% |