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 | $16,692 | $53,128-68.6% | $86,581-80.7% | $70,124-76.2% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 11.88% | 27.66%-15.8pp | 965.06%-953.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $503 | $2,068-75.7% | $2,840-82.3% | $2,342-78.5% |
| Participant deferral / active EE | $687 | $2,695-74.5% | $3,609-81.0% | $3,332-79.4% |
| Admin fee / account holder | $13,861 | $3,584+286.8% | $4,904+182.6% | $4,645+198.4% |