Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,290 | $28,624-81.5% | $53,647-90.1% | $82,637-93.6% |
| Participation rate | 10.0% | 47.3%-37.3pp | 56.3%-46.3pp | 68.1%-58.1pp |
| Annual return | -1.32% | 664.98%-666.3pp | 358.33%-359.7pp | 53.51%-54.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $350 | $1,196-70.8% | $1,813-80.7% | $4,126-91.5% |
| Admin fee / account holder | $792 | $2,022-60.8% | $2,460-67.8% | $7,339-89.2% |