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 | $29,906 | $55,470-46.1% | $155,556-80.8% | $74,478-59.8% |
| Participation rate | 23.3% | 61.9%-38.6pp | 78.2%-54.9pp | 67.2%-43.9pp |
| Annual return | 7.80% | 269.80%-262.0pp | 64.84%-57.0pp | 1370.56%-1362.8pp |
| Employer contribution / active EE | $317 | $2,267-86.0% | $4,675-93.2% | $2,626-87.9% |
| Participant deferral / active EE | $821 | $2,838-71.1% | $5,631-85.4% | $4,350-81.1% |
| Admin fee / account holder | $1,099 | $1,744-37.0% | $15,885-93.1% | $1,946-43.5% |