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 | $50,785 | $48,314+5.1% | $67,561-24.8% | $80,925-37.2% |
| Participation rate | 32.0% | 66.4%-34.4pp | 72.9%-40.9pp | 67.7%-35.7pp |
| Annual return | 10.68% | 18.28%-7.6pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $269 | $2,022-86.7% | $2,735-90.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,361 | $2,927-53.5% | $4,003-66.0% | $4,299-68.3% |
| Admin fee / account holder | $10,124 | $3,690+174.4% | $4,006+152.8% | $6,940+45.9% |