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 | $28,610 | $72,426-60.5% | $67,560-57.7% | $145,897-80.4% |
| Participation rate | 4.5% | 76.9%-72.3pp | 72.9%-68.4pp | 80.3%-75.8pp |
| Annual return | 8.65% | 7226.78%-7218.1pp | 3533.50%-3524.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $90 | $3,074-97.1% | $2,737-96.7% | $4,663-98.1% |
| Participant deferral / active EE | $953 | $4,785-80.1% | $4,004-76.2% | $6,689-85.8% |
| Admin fee / account holder | $93,344 | $5,514+1592.9% | $3,994+2237.1% | $13,390+597.1% |