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 | $22,206 | $71,208-68.8% | $93,681-76.3% | $80,911-72.6% |
| Participation rate | 22.7% | 60.4%-37.7pp | 68.7%-46.0pp | 67.6%-44.9pp |
| Annual return | 9.26% | 11.27%-2.0pp | 133.47%-124.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $517 | $4,035-87.2% | $4,415-88.3% | $4,297-88.0% |
| Admin fee / account holder | $480 | $6,951-93.1% | $8,290-94.2% | $6,935-93.1% |