Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,357 | $169,361-79.7% | $129,397-73.4% | $145,877-76.4% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 6.04% | 14395.54%-14389.5pp | 9453.98%-9447.9pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,070 | $4,987-38.4% | $4,167-26.3% | $6,691-54.1% |
| Admin fee / account holder | $34,277 | $9,903+246.1% | $7,679+346.4% | $13,402+155.8% |