Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,294 | $29,319-64.9% | $52,425-80.4% | $82,448-87.5% |
| Participation rate | 21.1% | 46.9%-25.8pp | 55.6%-34.6pp | 68.1%-47.0pp |
| Annual return | 10.35% | 535.20%-524.8pp | 302.12%-291.8pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $509 | $1,171-56.5% | $1,790-71.6% | $4,139-87.7% |
| Admin fee / account holder | $7,580 | $1,962+286.3% | $2,495+203.8% | $7,234+4.8% |