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 | $43,286 | $58,258-25.7% | $81,820-47.1% | $80,925-46.5% |
| Participation rate | 37.2% | 63.5%-26.3pp | 72.4%-35.2pp | 67.7%-30.4pp |
| Annual return | 9.23% | 41.76%-32.5pp | 777.93%-768.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $222 | $2,345-90.6% | $2,915-92.4% | $2,756-92.0% |
| Participant deferral / active EE | $2,991 | $3,284-8.9% | $4,323-30.8% | $4,299-30.4% |
| Admin fee / account holder | $14,780 | $4,976+197.0% | $7,391+100.0% | $6,940+113.0% |