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 | $24,004 | $90,397-73.4% | $76,002-68.4% | $145,959-83.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 7.25% | 621.97%-614.7pp | 360.07%-352.8pp | 561.95%-554.7pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,958 | $5,163-62.1% | $4,257-54.0% | $6,689-70.7% |
| Admin fee / account holder | $2,059 | $8,369-75.4% | $6,414-67.9% | $13,398-84.6% |