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 | $16,059 | $29,319-45.2% | $52,425-69.4% | $82,448-80.5% |
| Participation rate | 26.5% | 46.9%-20.3pp | 55.6%-29.1pp | 68.1%-41.5pp |
| Annual return | 10.18% | 535.20%-525.0pp | 302.12%-291.9pp | 41.64%-31.5pp |
| Employer contribution / active EE | $41 | $586-93.0% | $914-95.5% | $2,551-98.4% |
| Participant deferral / active EE | $577 | $1,171-50.8% | $1,790-67.8% | $4,139-86.1% |
| Admin fee / account holder | $16,779 | $1,962+755.2% | $2,495+572.6% | $7,234+131.9% |