Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Participant 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 | $16,867 | $55,437-69.6% | $155,534-89.2% | $74,459-77.3% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 10.19% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $431 | $2,837-84.8% | $5,630-92.3% | $4,350-90.1% |
| Admin fee / account holder | $2,850 | $1,742+63.6% | $15,900-82.1% | $1,945+46.6% |