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 | $22,277 | $45,119-50.6% | $85,126-73.8% | $74,429-70.1% |
| Participation rate | 11.4% | 49.4%-38.0pp | 67.5%-56.2pp | 67.2%-55.9pp |
| Annual return | 9.16% | 26.28%-17.1pp | 66.63%-57.5pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $225 | $1,460-84.6% | $2,731-91.8% | $2,625-91.4% |
| Participant deferral / active EE | $599 | $2,738-78.1% | $4,523-86.8% | $4,348-86.2% |
| Admin fee / account holder | $1,843 | $2,214-16.8% | $6,160-70.1% | $1,944-5.2% |