Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,623 | $55,437-57.4% | $155,534-84.8% | $74,459-68.3% |
| Participation rate | 33.7% | 61.9%-28.2pp | 78.2%-44.6pp | 67.2%-33.6pp |
| Annual return | 8.95% | 269.58%-260.6pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $501 | $2,266-77.9% | $4,675-89.3% | $2,626-80.9% |
| Participant deferral / active EE | $720 | $2,837-74.6% | $5,630-87.2% | $4,350-83.5% |
| Admin fee / account holder | $9,744 | $1,742+459.2% | $15,900-38.7% | $1,945+401.0% |