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 | $29,148 | $60,504-51.8% | $81,882-64.4% | $74,478-60.9% |
| Participation rate | 58.3% | 62.9%-4.7pp | 72.4%-14.1pp | 67.2%-9.0pp |
| Annual return | 8.49% | 16.91%-8.4pp | 779.47%-771.0pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $1 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,610 | $3,400-52.6% | $4,323-62.7% | $4,350-63.0% |
| Admin fee / account holder | $14,109 | $1,492+845.7% | $7,360+91.7% | $1,946+625.1% |