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 | $15,532 | $78,690-80.3% | $161,489-90.4% | $87,485-82.2% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 5.68% | 32.74%-27.1pp | 89.72%-84.0pp | 26.06%-20.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,352 | $3,311-59.2% | $5,630-76.0% | $4,274-68.4% |
| Admin fee / account holder | $2,181 | $6,724-67.6% | $16,006-86.4% | $7,775-72.0% |