Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,015 | $100,970-78.2% | $96,576-77.2% | $137,256-84.0% |
| Participation rate | 46.2% | 82.6%-36.5pp | 81.4%-35.3pp | 80.0%-33.8pp |
| Annual return | -5.56% | 38.16%-43.7pp | 38.47%-44.0pp | 220.34%-225.9pp |
| Employer contribution / active EE | $94 | $3,809-97.5% | $3,553-97.4% | $4,156-97.7% |
| Participant deferral / active EE | $136 | $8,286-98.4% | $7,956-98.3% | $6,407-97.9% |
| Admin fee / account holder | $21,720 | $11,312+92.0% | $11,381+90.8% | $12,270+77.0% |