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 | $34,193 | $28,624+19.5% | $53,647-36.3% | $82,637-58.6% |
| Participation rate | 11.0% | 47.3%-36.3pp | 56.3%-45.3pp | 68.1%-57.1pp |
| Annual return | 2.85% | 664.98%-662.1pp | 358.33%-355.5pp | 53.51%-50.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $458 | $1,196-61.7% | $1,813-74.8% | $4,126-88.9% |
| Admin fee / account holder | $34,183 | $2,022+1590.8% | $2,460+1289.6% | $7,339+365.8% |