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 | $20,263 | $47,944-57.7% | $67,834-70.1% | $62,881-67.8% |
| Participation rate | 22.6% | 61.1%-38.5pp | 68.8%-46.2pp | 69.3%-46.7pp |
| Annual return | 2.20% | 11.77%-9.6pp | 138.47%-136.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $623 | $2,247-72.3% | $3,160-80.3% | $3,203-80.6% |
| Admin fee / account holder | $11,999 | $3,712+223.3% | $4,622+159.6% | $4,296+179.3% |