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 | $17,656 | $55,453-68.2% | $170,439-89.6% | $62,293-71.7% |
| Participation rate | 16.7% | 66.4%-49.7pp | 83.6%-66.9pp | 69.5%-52.8pp |
| Annual return | 11.75% | 21.38%-9.6pp | 205.94%-194.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $849 | $2,303-63.1% | $4,939-82.8% | $3,169-73.2% |
| Admin fee / account holder | $2,346 | $455+415.5% | $13,881-83.1% | $479+389.4% |