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 | $11,453 | $126,113-90.9% | $116,096-90.1% | $155,188-92.6% |
| Participation rate | 22.2% | 75.1%-52.9pp | 73.3%-51.1pp | 80.8%-58.6pp |
| Annual return | 2.78% | 391.72%-388.9pp | 326.25%-323.5pp | 148.84%-146.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $899 | $4,162-78.4% | $3,952-77.3% | $6,531-86.2% |
| Admin fee / account holder | $16,154 | $8,045+100.8% | $7,704+109.7% | $14,480+11.6% |