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 | $13,673 | $103,000-86.7% | $90,300-84.9% | $152,885-91.1% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 3.80% | 95.19%-91.4pp | 78.11%-74.3pp | 345.39%-341.6pp |
| Employer contribution / active EE | $1,126 | $3,138-64.1% | $2,854-60.6% | $4,763-76.4% |
| Participant deferral / active EE | $229 | $4,281-94.6% | $3,884-94.1% | $5,851-96.1% |
| Admin fee / account holder | $3,742 | $6,173-39.4% | $5,353-30.1% | $11,598-67.7% |