Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,474 | $68,398-59.8% | $94,664-71.0% | $75,173-63.5% |
| Participation rate | 17.1% | 76.1%-58.9pp | 80.8%-63.7pp | 67.2%-50.1pp |
| Annual return | 11.60% | 616.72%-605.1pp | 156.84%-145.2pp | 160.72%-149.1pp |
| Employer contribution / active EE | $496 | $2,701-81.6% | $3,673-86.5% | $2,671-81.4% |
| Participant deferral / active EE | $648 | $6,537-90.1% | $7,417-91.3% | $4,126-84.3% |
| Admin fee / account holder | $2,446 | $5,324-54.1% | $7,222-66.1% | $5,651-56.7% |