Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,000 | $81,276-86.5% | $155,574-92.9% | $80,925-86.4% |
| Participation rate | 28.3% | 66.2%-38.0pp | 78.2%-50.0pp | 67.7%-39.4pp |
| Annual return | 6.61% | 33.36%-26.7pp | 64.87%-58.3pp | 35.65%-29.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,552 | $3,453-55.1% | $5,629-72.4% | $4,299-63.9% |
| Admin fee / account holder | $8,950 | $7,993+12.0% | $15,914-43.8% | $6,940+29.0% |