Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,839 | $54,674-63.7% | $76,089-73.9% | $74,429-73.3% |
| Participation rate | 19.9% | 60.3%-40.5pp | 69.1%-49.2pp | 67.2%-47.4pp |
| Annual return | 8.77% | 31.89%-23.1pp | 360.94%-352.2pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $452 | $1,781-74.6% | $2,690-83.2% | $2,625-82.8% |
| Participant deferral / active EE | $689 | $3,071-77.6% | $4,259-83.8% | $4,348-84.2% |
| Admin fee / account holder | $5,010 | $2,238+123.9% | $6,418-21.9% | $1,944+157.7% |