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 | $13,331 | $88,702-85.0% | $81,780-83.7% | $145,978-90.9% |
| Participation rate | 35.3% | 75.0%-39.8pp | 72.4%-37.1pp | 80.3%-45.0pp |
| Annual return | 7.52% | 1029.12%-1021.6pp | 776.27%-768.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $330 | $3,084-89.3% | $2,914-88.7% | $4,662-92.9% |
| Participant deferral / active EE | $660 | $4,645-85.8% | $4,321-84.7% | $6,690-90.1% |
| Admin fee / account holder | $1,383 | $8,414-83.6% | $7,384-81.3% | $13,400-89.7% |