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.
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 | $20,053 | $63,703-68.5% | $93,063-78.5% | $82,448-75.7% |
| Participation rate | 2.6% | 63.8%-61.2pp | 72.1%-69.5pp | 68.1%-65.4pp |
| Annual return | 11.27% | -775.43%+786.7pp | 34.15%-22.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $64 | $2,919-97.8% | $3,958-98.4% | $4,139-98.5% |
| Admin fee / account holder | $7,378 | $5,982+23.3% | $6,033+22.3% | $7,234+2.0% |