Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,495 | $100,938-72.8% | $90,461-69.6% | $158,982-82.7% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.7%-27.7pp | 82.0%-37.0pp |
| Annual return | 4.08% | 1727.20%-1723.1pp | 1294.76%-1290.7pp | 302.99%-298.9pp |
| Employer contribution / active EE | $8 | $3,691-99.8% | $3,264-99.7% | $4,763-99.8% |
| Participant deferral / active EE | $833 | $4,350-80.8% | $3,964-79.0% | $5,983-86.1% |
| Admin fee / account holder | $435 | $6,510-93.3% | $5,617-92.2% | $11,252-96.1% |