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 | $4,026 | $70,366-94.3% | $66,674-94.0% | $138,895-97.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 11.87% | 386.41%-374.5pp | 321.24%-309.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,700 | $4,374-61.1% | $4,084-58.4% | $6,396-73.4% |
| Admin fee / account holder | $962 | $5,262-81.7% | $5,098-81.1% | $12,562-92.3% |