Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,401 | $87,106-66.2% | $105,607-72.2% | $80,935-63.7% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.7%-67.7pp |
| Annual return | 4.50% | 17.01%-12.5pp | 116.11%-111.6pp | 35.66%-31.2pp |
| Employer contribution / active EE | $813 | $2,396-66.1% | $3,167-74.3% | $2,757-70.5% |
| Participant deferral / active EE | $1,676 | $3,986-57.9% | $5,011-66.5% | $4,299-61.0% |
| Admin fee / account holder | $6,968 | $8,447-17.5% | $10,958-36.4% | $6,924+0.6% |