Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,090 | $47,479-70.3% | $62,929-77.6% | $82,448-82.9% |
| Participation rate | 21.4% | 66.9%-45.4pp | 73.1%-51.7pp | 68.1%-46.6pp |
| Annual return | 9.25% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $546 | $1,885-71.0% | $2,505-78.2% | $2,551-78.6% |
| Participant deferral / active EE | $716 | $2,870-75.1% | $3,888-81.6% | $4,139-82.7% |
| Admin fee / account holder | $507 | $3,804-86.7% | $5,065-90.0% | $7,234-93.0% |