Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,287 | $29,051-78.4% | $52,425-88.0% | $67,986-90.8% |
| Participation rate | 12.6% | 30.4%-17.8pp | 55.6%-43.0pp | 57.2%-44.6pp |
| Annual return | 13.67% | 24.00%-10.3pp | 302.12%-288.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $415 | $873-52.4% | $1,790-76.8% | $3,358-87.6% |
| Admin fee / account holder | $1,377 | $2,113-34.8% | $2,495-44.8% | $3,203-57.0% |