Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,047 | $96,643-83.4% | $86,617-81.5% | $139,456-88.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 0.34% | 106.57%-106.2pp | 591.91%-591.6pp | 373.45%-373.1pp |
| Employer contribution / active EE | $567 | $3,264-82.6% | $3,023-81.2% | $4,753-88.1% |
| Participant deferral / active EE | $551 | $4,835-88.6% | $4,437-87.6% | $6,711-91.8% |
| Admin fee / account holder | $13,325 | $6,406+108.0% | $5,613+137.4% | $11,407+16.8% |