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 | $13,480 | $29,319-54.0% | $52,425-74.3% | $82,448-83.6% |
| Participation rate | 12.2% | 46.9%-34.6pp | 55.6%-43.4pp | 68.1%-55.8pp |
| Annual return | 11.26% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $181 | $1,171-84.5% | $1,790-89.9% | $4,139-95.6% |
| Admin fee / account holder | $6,198 | $1,962+215.9% | $2,495+148.4% | $7,234-14.3% |