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 | $12,436 | $28,167-55.8% | $73,658-83.1% | $64,728-80.8% |
| Participation rate | 6.1% | 21.1%-15.0pp | 57.0%-51.0pp | 57.9%-51.8pp |
| Annual return | 7.96% | 139.75%-131.8pp | 29.72%-21.8pp | 49.38%-41.4pp |
| Employer contribution / active EE | $60 | $373-83.9% | $1,032-94.2% | $2,243-97.3% |
| Participant deferral / active EE | $356 | $597-40.5% | $2,062-82.8% | $2,729-87.0% |
| Admin fee / account holder | $4,248 | $1,791+137.2% | $3,357+26.6% | $1,145+271.0% |