Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,023 | $71,197-70.5% | $93,669-77.6% | $80,925-74.0% |
| Participation rate | 8.3% | 60.4%-52.1pp | 68.7%-60.4pp | 67.7%-59.3pp |
| Annual return | 8.91% | 11.27%-2.4pp | 133.59%-124.7pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $363 | $4,036-91.0% | $4,416-91.8% | $4,299-91.5% |
| Admin fee / account holder | $1,255 | $6,959-82.0% | $8,291-84.9% | $6,940-81.9% |