Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,372 | $100,203-91.6% | $85,240-90.2% | $145,897-94.3% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 6.66% | 84.28%-77.6pp | 66.75%-60.1pp | 552.29%-545.6pp |
| Employer contribution / active EE | $905 | $3,242-72.1% | $2,735-66.9% | $4,663-80.6% |
| Participant deferral / active EE | $883 | $5,299-83.3% | $4,527-80.5% | $6,689-86.8% |
| Admin fee / account holder | $1,280 | $7,265-82.4% | $6,165-79.2% | $13,390-90.4% |