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 | $33,238 | $77,901-57.3% | $149,717-77.8% | $75,181-55.8% |
| Participation rate | 23.5% | 65.6%-42.0pp | 78.8%-55.2pp | 67.2%-43.7pp |
| Annual return | 10.89% | 31.73%-20.8pp | 134.41%-123.5pp | 160.69%-149.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,110 | $3,411-67.5% | $5,682-80.5% | $4,126-73.1% |
| Admin fee / account holder | $4,223 | $5,949-29.0% | $13,213-68.0% | $5,650-25.2% |