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 | $27,505 | $58,275-52.8% | $81,844-66.4% | $80,935-66.0% |
| Participation rate | 15.4% | 63.5%-48.1pp | 72.4%-57.0pp | 67.7%-52.3pp |
| Annual return | 4.65% | 41.82%-37.2pp | 778.87%-774.2pp | 35.66%-31.0pp |
| Employer contribution / active EE | $217 | $2,346-90.7% | $2,916-92.6% | $2,757-92.1% |
| Participant deferral / active EE | $1,446 | $3,285-56.0% | $4,323-66.6% | $4,299-66.4% |
| Admin fee / account holder | $12,741 | $4,749+168.3% | $7,355+73.2% | $6,924+84.0% |