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 | $3,477 | $29,667-88.3% | $56,441-93.8% | $80,874-95.7% |
| Participation rate | 46.5% | 41.7%+4.8pp | 52.5%-6.0pp | 67.6%-21.1pp |
| Annual return | 9.62% | 35.22%-25.6pp | 1704.21%-1694.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $139 | $669-79.2% | $1,039-86.6% | $2,756-94.9% |
| Participant deferral / active EE | $176 | $1,227-85.6% | $1,953-91.0% | $4,297-95.9% |
| Admin fee / account holder | $2,489 | $2,429+2.4% | $2,829-12.0% | $6,935-64.1% |