Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,816 | $48,314-79.7% | $67,561-85.5% | $80,925-87.9% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 9.47% | 18.28%-8.8pp | 3525.44%-3516.0pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,030 | $2,927-64.8% | $4,003-74.3% | $4,299-76.0% |
| Admin fee / account holder | $1,595 | $3,690-56.8% | $4,006-60.2% | $6,940-77.0% |