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 | $43,049 | $29,546+45.7% | $56,441-23.7% | $77,671-44.6% |
| Participation rate | 6.3% | 32.7%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 10.54% | 19.01%-8.5pp | 1704.21%-1693.7pp | 31.21%-20.7pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $322 | $1,061-69.6% | $1,953-83.5% | $4,648-93.1% |
| Admin fee / account holder | $16,186 | $1,046+1447.3% | $2,829+472.1% | $430+3660.8% |