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 | $44,597 | $58,391-23.6% | $76,657-41.8% | $72,975-38.9% |
| Participation rate | 64.3% | 67.4%-3.1pp | 72.1%-7.8pp | 69.5%-5.2pp |
| Annual return | 1.82% | 2306.65%-2304.8pp | 1166.74%-1164.9pp | 81.01%-79.2pp |
| Employer contribution / active EE | $218 | $1,787-87.8% | $2,303-90.5% | $2,440-91.1% |
| Participant deferral / active EE | $1,669 | $2,690-38.0% | $3,335-50.0% | $3,608-53.7% |
| Admin fee / account holder | $15,584 | $4,014+288.2% | $6,423+142.6% | $5,124+204.1% |