Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,612 | $51,642-62.0% | $129,384-84.8% | $80,935-75.8% |
| Participation rate | 56.8% | 56.9%-0.2pp | 69.6%-12.9pp | 67.7%-10.9pp |
| Annual return | 8.29% | 20.78%-12.5pp | 9461.77%-9453.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,120 | $2,670-58.1% | $4,166-73.1% | $4,299-74.0% |
| Admin fee / account holder | $307 | $4,312-92.9% | $7,686-96.0% | $6,924-95.6% |