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 | $51,197 | $103,393-50.5% | $87,103-41.2% | $152,909-66.5% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 0.42% | 28.10%-27.7pp | 28.19%-27.8pp | 345.46%-345.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,894 | $4,778-39.4% | $4,049-28.5% | $5,851-50.5% |
| Admin fee / account holder | $5,038 | $12,195-58.7% | $7,491-32.7% | $11,601-56.6% |