Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,557 | $29,716-91.4% | $56,077-95.4% | $80,925-96.8% |
| Participation rate | 54.3% | 41.7%+12.7pp | 52.5%+1.8pp | 67.7%-13.3pp |
| Annual return | 8.46% | 35.30%-26.8pp | 1709.28%-1700.8pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,088 | $1,228-11.4% | $1,954-44.3% | $4,299-74.7% |
| Admin fee / account holder | $913 | $2,432-62.4% | $2,825-67.7% | $6,940-86.8% |