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 | $48,454 | $70,366-31.1% | $66,674-27.3% | $138,895-65.1% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.7%-27.5pp | 79.9%-33.8pp |
| Annual return | 10.97% | 386.41%-375.4pp | 321.24%-310.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,299 | $4,374-70.3% | $4,084-68.2% | $6,396-79.7% |
| Admin fee / account holder | $26,420 | $5,262+402.1% | $5,098+418.2% | $12,562+110.3% |