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 | $4,742 | $76,519-93.8% | $56,025-91.5% | $145,897-96.7% |
| Participation rate | 18.2% | 63.2%-45.1pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 4.52% | 3017.03%-3012.5pp | 1712.69%-1708.2pp | 552.29%-547.8pp |
| Employer contribution / active EE | $94 | $1,383-93.2% | $1,042-90.9% | $4,663-98.0% |
| Participant deferral / active EE | $94 | $2,624-96.4% | $1,955-95.2% | $6,689-98.6% |
| Admin fee / account holder | $516 | $3,331-84.5% | $2,828-81.8% | $13,390-96.1% |