Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,947 | $29,733-86.7% | $56,025-93.0% | $80,959-95.1% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 7.14% | 35.28%-28.1pp | 1712.69%-1705.5pp | 35.67%-28.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $285 | $1,229-76.8% | $1,955-85.4% | $4,300-93.4% |
| Admin fee / account holder | $3,508 | $2,434+44.2% | $2,828+24.0% | $6,925-49.3% |