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 | $5,142 | $51,638-90.0% | $68,368-92.5% | $82,448-93.8% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 2.34% | 37.53%-35.2pp | 292.57%-290.2pp | 41.64%-39.3pp |
| Employer contribution / active EE | $156 | $2,047-92.4% | $2,649-94.1% | $2,551-93.9% |
| Participant deferral / active EE | $654 | $2,914-77.6% | $4,123-84.1% | $4,139-84.2% |
| Admin fee / account holder | $489 | $4,643-89.5% | $5,150-90.5% | $7,234-93.2% |