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 | $3,353 | $29,319-88.6% | $52,425-93.6% | $82,448-95.9% |
| Participation rate | 65.4% | 46.9%+18.5pp | 55.6%+9.8pp | 68.1%-2.7pp |
| Annual return | 13.16% | 535.20%-522.0pp | 302.12%-289.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $776 | $1,171-33.8% | $1,790-56.7% | $4,139-81.3% |
| Admin fee / account holder | $712 | $1,962-63.7% | $2,495-71.5% | $7,234-90.2% |