Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,894 | $55,437-55.1% | $155,534-84.0% | $74,459-66.6% |
| Participation rate | 10.6% | 61.9%-51.2pp | 78.2%-67.6pp | 67.2%-56.6pp |
| Annual return | 10.84% | 269.58%-258.7pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $316 | $2,837-88.9% | $5,630-94.4% | $4,350-92.7% |
| Admin fee / account holder | $15,026 | $1,742+762.4% | $15,900-5.5% | $1,945+672.6% |