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 | $42,910 | $55,437-22.6% | $155,534-72.4% | $74,459-42.4% |
| Participation rate | 38.3% | 61.9%-23.6pp | 78.2%-39.9pp | 67.2%-28.9pp |
| Annual return | 7.48% | 269.58%-262.1pp | 64.92%-57.4pp | 1369.70%-1362.2pp |
| Employer contribution / active EE | $193 | $2,266-91.5% | $4,675-95.9% | $2,626-92.7% |
| Participant deferral / active EE | $1,458 | $2,837-48.6% | $5,630-74.1% | $4,350-66.5% |
| Admin fee / account holder | $4,474 | $1,742+156.8% | $15,900-71.9% | $1,945+130.0% |