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 | $49,730 | $60,393-17.7% | $81,820-39.2% | $74,429-33.2% |
| Participation rate | 39.1% | 62.9%-23.8pp | 72.4%-33.3pp | 67.2%-28.1pp |
| Annual return | 10.59% | 16.89%-6.3pp | 777.93%-767.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,408 | $3,397-29.1% | $4,323-44.3% | $4,348-44.6% |
| Admin fee / account holder | $13,831 | $1,491+827.9% | $7,391+87.2% | $1,944+611.4% |