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 | $16,450 | $76,407-78.5% | $150,298-89.1% | $82,448-80.0% |
| Participation rate | 40.4% | 66.4%-26.0pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 12.01% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,650 | $3,214+13.6% | $5,453-33.1% | $4,139-11.8% |
| Admin fee / account holder | $1,000 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |