Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Participant 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 | $2,335 | $25,014-90.7% | $69,623-96.6% | $80,935-97.1% |
| Participation rate | 69.2% | 64.2%+5.0pp | 66.4%+2.8pp | 67.7%+1.6pp |
| Annual return | 11.44% | 19.08%-7.6pp | 101.23%-89.8pp | 35.66%-24.2pp |
| Employer contribution / active EE | $491 | $991-50.5% | $1,709-71.3% | $2,757-82.2% |
| Participant deferral / active EE | $797 | $1,840-56.7% | $2,890-72.4% | $4,299-81.5% |
| Admin fee / account holder | $1,120 | $2,491-55.0% | $4,696-76.1% | $6,924-83.8% |