Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,974 | $52,507-27.7% | $129,406-70.7% | $74,478-49.0% |
| Participation rate | 27.3% | 53.9%-26.6pp | 69.6%-42.4pp | 67.2%-39.9pp |
| Annual return | 10.34% | 15.64%-5.3pp | 9468.18%-9457.8pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $295 | $1,534-80.8% | $4,155-92.9% | $2,626-88.8% |
| Participant deferral / active EE | $985 | $2,801-64.8% | $4,167-76.4% | $4,350-77.4% |
| Admin fee / account holder | $8,018 | $2,639+203.8% | $7,689+4.3% | $1,946+312.0% |