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 | $14,921 | $60,442-75.3% | $96,754-84.6% | $87,485-82.9% |
| Participation rate | 54.9% | 58.7%-3.8pp | 70.3%-15.4pp | 68.9%-14.0pp |
| Annual return | 13.20% | 21.97%-8.8pp | 82.04%-68.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,506 | $3,280-23.6% | $4,758-47.3% | $4,274-41.4% |
| Admin fee / account holder | $1,324 | $5,069-73.9% | $8,905-85.1% | $7,775-83.0% |