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 | $22,582 | $53,127-57.5% | $86,597-73.9% | $70,131-67.8% |
| Participation rate | 16.7% | 65.3%-48.6pp | 73.5%-56.9pp | 69.5%-52.9pp |
| Annual return | 10.11% | 27.66%-17.6pp | 964.96%-954.9pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $231 | $2,696-91.4% | $3,609-93.6% | $3,332-93.1% |
| Admin fee / account holder | $4,163 | $3,585+16.1% | $4,906-15.1% | $4,645-10.4% |