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 | $7,156 | $88,702-91.9% | $81,780-91.2% | $145,978-95.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.55% | 1029.12%-1024.6pp | 776.27%-771.7pp | 550.52%-546.0pp |
| Employer contribution / active EE | $230 | $3,084-92.6% | $2,914-92.1% | $4,662-95.1% |
| Participant deferral / active EE | $863 | $4,645-81.4% | $4,321-80.0% | $6,690-87.1% |
| Admin fee / account holder | $1,713 | $8,414-79.6% | $7,384-76.8% | $13,400-87.2% |