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 | $11,121 | $57,330-80.6% | $86,656-87.2% | $75,177-85.2% |
| Participation rate | 8.3% | 63.2%-54.9pp | 71.7%-63.4pp | 67.2%-58.9pp |
| Annual return | 8.55% | 2675.40%-2666.9pp | 593.09%-584.5pp | 160.75%-152.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $840 | $3,320-74.7% | $4,439-81.1% | $4,126-79.6% |
| Admin fee / account holder | $15,224 | $4,115+270.0% | $5,619+170.9% | $5,651+169.4% |