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 | $23,729 | $48,053-50.6% | $84,628-72.0% | $72,975-67.5% |
| Participation rate | 16.7% | 57.6%-40.9pp | 68.2%-51.6pp | 69.5%-52.8pp |
| Annual return | 4.20% | 37.39%-33.2pp | 258.80%-254.6pp | 81.01%-76.8pp |
| Employer contribution / active EE | $327 | $1,602-79.6% | $2,653-87.7% | $2,440-86.6% |
| Participant deferral / active EE | $539 | $2,681-79.9% | $3,900-86.2% | $3,608-85.1% |
| Admin fee / account holder | $7,971 | $3,395+134.8% | $4,914+62.2% | $5,124+55.6% |