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 | $35,629 | $154,193-76.9% | $130,045-72.6% | $139,466-74.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 5.27% | 32.51%-27.2pp | -137.30%+142.6pp | 373.66%-368.4pp |
| Employer contribution / active EE | $718 | $5,292-86.4% | $4,321-83.4% | $4,754-84.9% |
| Participant deferral / active EE | $7,486 | $6,709+11.6% | $5,820+28.6% | $6,712+11.5% |
| Admin fee / account holder | $97,253 | $13,989+595.2% | $10,600+817.4% | $11,409+752.4% |