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 | $40,122 | $157,296-74.5% | $141,191-71.6% | $152,897-73.8% |
| Participation rate | 38.1% | 84.8%-46.7pp | 82.5%-44.4pp | 82.5%-44.4pp |
| Annual return | 13.49% | 64.34%-50.9pp | 71.41%-57.9pp | 345.43%-331.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,927 | $7,111-30.7% | $6,710-26.6% | $5,851-15.8% |
| Admin fee / account holder | $3,504 | $12,125-71.1% | $10,264-65.9% | $11,599-69.8% |