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 | $9,346 | $29,736-68.6% | $56,033-83.3% | $80,935-88.5% |
| Participation rate | 20.6% | 41.7%-21.1pp | 52.5%-31.9pp | 67.7%-47.1pp |
| Annual return | 8.06% | 35.28%-27.2pp | 1711.38%-1703.3pp | 35.66%-27.6pp |
| Employer contribution / active EE | $46 | $671-93.1% | $1,041-95.5% | $2,757-98.3% |
| Participant deferral / active EE | $833 | $1,228-32.1% | $1,954-57.3% | $4,299-80.6% |
| Admin fee / account holder | $1,629 | $2,434-33.1% | $2,827-42.4% | $6,924-76.5% |