Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,710 | $48,314-53.0% | $67,561-66.4% | $80,925-71.9% |
| Participation rate | 19.0% | 66.4%-47.3pp | 72.9%-53.9pp | 67.7%-48.6pp |
| Annual return | 10.04% | 18.28%-8.2pp | 3525.44%-3515.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $420 | $2,022-79.2% | $2,735-84.6% | $2,756-84.8% |
| Participant deferral / active EE | $525 | $2,927-82.1% | $4,003-86.9% | $4,299-87.8% |
| Admin fee / account holder | $1,370 | $3,690-62.9% | $4,006-65.8% | $6,940-80.3% |