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 | $12,357 | $78,690-84.3% | $161,489-92.3% | $87,485-85.9% |
| Participation rate | 5.9% | 67.5%-61.6pp | 78.7%-72.8pp | 68.9%-63.0pp |
| Annual return | 4.85% | 32.74%-27.9pp | 89.72%-84.9pp | 26.06%-21.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $235 | $3,311-92.9% | $5,630-95.8% | $4,274-94.5% |
| Admin fee / account holder | $49,220 | $6,724+632.0% | $16,006+207.5% | $7,775+533.1% |