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 | $53,020 | $62,409-15.0% | $120,574-56.0% | $74,459-28.8% |
| Participation rate | 31.7% | 56.8%-25.1pp | 71.9%-40.2pp | 67.2%-35.5pp |
| Annual return | 10.70% | 18.62%-7.9pp | 107.42%-96.7pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,186 | $2,888-58.9% | $4,996-76.3% | $4,350-72.7% |
| Admin fee / account holder | $6,080 | $2,394+154.0% | $9,445-35.6% | $1,945+212.6% |