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 | $23,040 | $54,729-57.9% | $86,235-73.3% | $71,529-67.8% |
| Participation rate | 53.3% | 60.1%-6.8pp | 69.0%-15.6pp | 67.9%-14.6pp |
| Annual return | 13.52% | 20.07%-6.5pp | 1170.03%-1156.5pp | 28.97%-15.4pp |
| Employer contribution / active EE | $276 | $1,267-78.2% | $2,381-88.4% | $2,590-89.3% |
| Participant deferral / active EE | $2,287 | $3,110-26.5% | $3,987-42.6% | $4,291-46.7% |
| Admin fee / account holder | $3,289 | $1,921+71.2% | $6,856-52.0% | $1,588+107.1% |