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 | $16,406 | $32,037-48.8% | $69,182-76.3% | $62,881-73.9% |
| Participation rate | 17.5% | 43.4%-26.0pp | 55.1%-37.7pp | 69.3%-51.8pp |
| Annual return | 3.66% | 15.16%-11.5pp | -21.93%+25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $214 | $1,185-82.0% | $1,897-88.7% | $3,203-93.3% |
| Admin fee / account holder | $673 | $2,608-74.2% | $2,697-75.0% | $4,296-84.3% |