Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,392 | $44,746-54.4% | $88,179-76.9% | $64,097-68.2% |
| Participation rate | 0.7% | 39.8%-39.1pp | 69.1%-68.5pp | 55.2%-54.5pp |
| Annual return | 13.24% | 24.70%-11.5pp | 64.97%-51.7pp | 34.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $262 | $2,072-87.3% | $4,614-94.3% | $3,080-91.5% |
| Admin fee / account holder | $13,423 | $3,437+290.5% | $7,673+74.9% | $3,454+288.6% |