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 | $32,713 | $106,008-69.1% | $92,240-64.5% | $147,586-77.8% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.5%-28.9pp | 82.8%-35.2pp |
| Annual return | 8.87% | 50.05%-41.2pp | 176.29%-167.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $177 | $4,333-95.9% | $3,680-95.2% | $4,876-96.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,242 | $6,333-48.8% | $5,194-37.6% | $10,886-70.2% |