Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,144 | $29,319-82.5% | $52,425-90.2% | $82,448-93.8% |
| Participation rate | 20.6% | 46.9%-26.3pp | 55.6%-35.0pp | 68.1%-47.5pp |
| Annual return | 1.80% | 535.20%-533.4pp | 302.12%-300.3pp | 41.64%-39.8pp |
| Employer contribution / active EE | $64 | $586-89.0% | $914-93.0% | $2,551-97.5% |
| Participant deferral / active EE | $761 | $1,171-35.0% | $1,790-57.5% | $4,139-81.6% |
| Admin fee / account holder | $8,083 | $1,962+311.9% | $2,495+224.0% | $7,234+11.7% |