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 | $58,658 | $49,896+17.6% | $80,627-27.2% | $75,173-22.0% |
| Participation rate | 47.9% | 55.3%-7.4pp | 67.0%-19.1pp | 67.2%-19.3pp |
| Annual return | 13.66% | 34.67%-21.0pp | 936.76%-923.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,387 | $2,992-53.7% | $4,443-68.8% | $4,126-66.4% |
| Admin fee / account holder | $1,206 | $3,578-66.3% | $5,381-77.6% | $5,651-78.7% |