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 | $15,873 | $95,406-83.4% | $185,849-91.5% | $85,847-81.5% |
| Participation rate | 35.7% | 68.8%-33.1pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 9.72% | 23.59%-13.9pp | 122.10%-112.4pp | 318.61%-308.9pp |
| Employer contribution / active EE | $380 | $3,314-88.5% | $5,169-92.6% | $2,565-85.2% |
| Participant deferral / active EE | $994 | $3,424-71.0% | $5,569-82.1% | $3,952-74.8% |
| Admin fee / account holder | $2,857 | $7,214-60.4% | $16,244-82.4% | $6,261-54.4% |