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 | $14,538 | $77,920-81.3% | $149,723-90.3% | $75,177-80.7% |
| Participation rate | 18.9% | 65.6%-46.7pp | 78.8%-59.9pp | 67.2%-48.3pp |
| Annual return | 11.73% | 31.72%-20.0pp | 134.50%-122.8pp | 160.75%-149.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $333 | $3,411-90.3% | $5,682-94.1% | $4,126-91.9% |
| Admin fee / account holder | $1,986 | $5,951-66.6% | $13,215-85.0% | $5,651-64.9% |