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 | $15,441 | $58,311-73.5% | $81,882-81.1% | $80,959-80.9% |
| Participation rate | 19.2% | 63.5%-44.3pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 8.90% | 41.85%-32.9pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $321 | $2,347-86.3% | $2,916-89.0% | $2,757-88.4% |
| Participant deferral / active EE | $712 | $3,287-78.3% | $4,323-83.5% | $4,300-83.4% |
| Admin fee / account holder | $4,892 | $4,752+2.9% | $7,360-33.5% | $6,925-29.4% |