Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,478 | $76,407-90.2% | $150,298-95.0% | $82,448-90.9% |
| Participation rate | 9.8% | 66.4%-56.6pp | 77.8%-67.9pp | 68.1%-58.2pp |
| Annual return | 9.92% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $175 | $3,214-94.5% | $5,453-96.8% | $4,139-95.8% |
| Admin fee / account holder | $2,655 | $6,352-58.2% | $14,116-81.2% | $7,234-63.3% |