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 | $17,421 | $46,745-62.7% | $60,547-71.2% | $52,331-66.7% |
| Participation rate | 20.5% | 58.6%-38.0pp | 68.0%-47.4pp | 68.1%-47.6pp |
| Annual return | -2.87% | 0.61%-3.5pp | 335.64%-338.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $704 | $2,145-67.2% | $3,328-78.8% | $3,022-76.7% |
| Admin fee / account holder | $1,973 | $537+267.5% | $4,536-56.5% | $592+233.5% |