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 | $49,272 | $51,638-4.6% | $68,368-27.9% | $82,448-40.2% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 9.46% | 37.53%-28.1pp | 292.57%-283.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $143 | $2,047-93.0% | $2,649-94.6% | $2,551-94.4% |
| Participant deferral / active EE | $744 | $2,914-74.5% | $4,123-82.0% | $4,139-82.0% |
| Admin fee / account holder | $56,701 | $4,643+1121.1% | $5,150+1001.0% | $7,234+683.8% |