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 | $59,050 | $42,546+38.8% | $71,796-17.8% | $55,167+7.0% |
| Participation rate | 24.4% | 59.1%-34.7pp | 69.1%-44.7pp | 69.0%-44.6pp |
| Annual return | 3.45% | 12.36%-8.9pp | 78.04%-74.6pp | 169.23%-165.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,185 | $2,064-42.6% | $2,794-57.6% | $3,054-61.2% |
| Admin fee / account holder | $7,651 | $650+1077.8% | $4,815+58.9% | $504+1418.4% |