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.
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 | $2,951 | $29,319-89.9% | $52,425-94.4% | $82,448-96.4% |
| Participation rate | 43.7% | 46.9%-3.2pp | 55.6%-12.0pp | 68.1%-24.4pp |
| Annual return | 2.04% | 535.20%-533.2pp | 302.12%-300.1pp | 41.64%-39.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $508 | $1,171-56.6% | $1,790-71.6% | $4,139-87.7% |
| Admin fee / account holder | $2,096 | $1,962+6.8% | $2,495-16.0% | $7,234-71.0% |