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 | $16,436 | $108,942-84.9% | $100,415-83.6% | $145,897-88.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 9.36% | 58.27%-48.9pp | 49.47%-40.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,133 | $8,461-86.6% | $8,091-86.0% | $6,689-83.1% |
| Admin fee / account holder | $2,930 | $9,702-69.8% | $7,906-62.9% | $13,390-78.1% |