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 | $51,201 | $47,479+7.8% | $62,929-18.6% | $82,448-37.9% |
| Participation rate | 52.5% | 66.9%-14.4pp | 73.1%-20.6pp | 68.1%-15.6pp |
| Annual return | 8.10% | 20.34%-12.2pp | 1063.93%-1055.8pp | 41.64%-33.5pp |
| Employer contribution / active EE | $273 | $1,885-85.5% | $2,505-89.1% | $2,551-89.3% |
| Participant deferral / active EE | $2,306 | $2,870-19.7% | $3,888-40.7% | $4,139-44.3% |
| Admin fee / account holder | $27,643 | $3,804+626.7% | $5,065+445.8% | $7,234+282.1% |