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 | $16,541 | $77,638-78.7% | $156,551-89.4% | $62,881-73.7% |
| Participation rate | 18.5% | 71.2%-52.7pp | 84.0%-65.5pp | 69.3%-50.8pp |
| Annual return | 3.84% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $390 | $3,444-88.7% | $5,501-92.9% | $2,281-82.9% |
| Participant deferral / active EE | $581 | $3,046-80.9% | $4,871-88.1% | $3,203-81.9% |
| Admin fee / account holder | $2,713 | $5,561-51.2% | $13,028-79.2% | $4,296-36.8% |