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 | $15,298 | $108,942-86.0% | $100,415-84.8% | $145,897-89.5% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.9pp | 80.3%-63.6pp |
| Annual return | 7.88% | 58.27%-50.4pp | 49.47%-41.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $763 | $4,422-82.7% | $3,943-80.6% | $4,663-83.6% |
| Participant deferral / active EE | $2,045 | $8,461-75.8% | $8,091-74.7% | $6,689-69.4% |
| Admin fee / account holder | $8,248 | $9,702-15.0% | $7,906+4.3% | $13,390-38.4% |