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 | $22,688 | $55,472-59.1% | $155,567-85.4% | $74,546-69.6% |
| Participation rate | 19.5% | 61.9%-42.4pp | 78.2%-58.7pp | 67.2%-47.7pp |
| Annual return | 10.35% | 268.72%-258.4pp | 64.74%-54.4pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,073 | $2,838-62.2% | $5,628-80.9% | $4,347-75.3% |
| Admin fee / account holder | $493 | $1,743-71.7% | $15,916-96.9% | $1,944-74.6% |