Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,506 | $27,943+5.6% | $58,507-49.6% | $75,177-60.8% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 10.39% | 44.22%-33.8pp | 4252.32%-4241.9pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $542 | $1,202-54.9% | $1,922-71.8% | $4,126-86.9% |
| Admin fee / account holder | $311 | $1,727-82.0% | $2,486-87.5% | $5,651-94.5% |