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 | $17,324 | $52,678-67.1% | $75,784-77.1% | $59,633-70.9% |
| Participation rate | 21.9% | 67.2%-45.4pp | 75.8%-53.9pp | 68.7%-46.8pp |
| Annual return | -3.26% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $529 | $2,591-79.6% | $3,652-85.5% | $3,192-83.4% |
| Admin fee / account holder | $1,859 | $3,610-48.5% | $5,300-64.9% | $4,297-56.7% |