Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,408 | $36,948-93.5% | $73,658-96.7% | $87,485-97.2% |
| Participation rate | 37.9% | 46.8%-8.9pp | 57.0%-19.1pp | 68.9%-31.0pp |
| Annual return | 11.35% | 28.64%-17.3pp | 29.72%-18.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $115 | $670-82.8% | $1,032-88.8% | $2,596-95.6% |
| Participant deferral / active EE | $283 | $1,379-79.5% | $2,062-86.3% | $4,274-93.4% |
| Admin fee / account holder | $1,066 | $2,531-57.9% | $3,357-68.2% | $7,775-86.3% |