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 | $21,687 | $26,936-19.5% | $53,647-59.6% | $71,012-69.5% |
| Participation rate | 11.8% | 21.9%-10.1pp | 56.3%-44.5pp | 58.6%-46.8pp |
| Annual return | 12.00% | 81.59%-69.6pp | 358.33%-346.3pp | 37.67%-25.7pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $134 | $590-77.3% | $1,813-92.6% | $3,246-95.9% |
| Admin fee / account holder | $8,156 | $2,177+274.7% | $2,460+231.5% | $1,167+598.8% |