Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,387 | $49,976-85.2% | $66,674-88.9% | $82,637-91.1% |
| Participation rate | 38.1% | 63.1%-25.0pp | 73.7%-35.6pp | 68.1%-30.0pp |
| Annual return | 5.73% | 39.09%-33.4pp | 321.24%-315.5pp | 53.51%-47.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $833 | $2,847-70.7% | $4,084-79.6% | $4,126-79.8% |
| Admin fee / account holder | $488 | $4,594-89.4% | $5,098-90.4% | $7,339-93.4% |