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 | $13,725 | $47,479-71.1% | $62,929-78.2% | $82,448-83.4% |
| Participation rate | 5.7% | 66.9%-61.2pp | 73.1%-67.4pp | 68.1%-62.4pp |
| Annual return | 11.22% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $178 | $2,870-93.8% | $3,888-95.4% | $4,139-95.7% |
| Admin fee / account holder | $307 | $3,804-91.9% | $5,065-93.9% | $7,234-95.8% |