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.
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 | $12,805 | $34,316-62.7% | $74,722-82.9% | $72,975-82.5% |
| Participation rate | 15.5% | 42.4%-26.9pp | 54.5%-39.0pp | 69.5%-54.0pp |
| Annual return | 10.96% | 26.58%-15.6pp | 753.11%-742.2pp | 81.01%-70.1pp |
| Employer contribution / active EE | $184 | $692-73.4% | $1,084-83.1% | $2,440-92.5% |
| Participant deferral / active EE | $215 | $1,272-83.1% | $1,963-89.1% | $3,608-94.0% |
| Admin fee / account holder | $1,598 | $2,125-24.8% | $3,335-52.1% | $5,124-68.8% |