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 | $8,653 | $35,183-75.4% | $73,550-88.2% | $70,126-87.7% |
| Participation rate | 8.8% | 42.9%-34.1pp | 54.9%-46.1pp | 69.5%-60.7pp |
| Annual return | 8.88% | 26.90%-18.0pp | -15.16%+24.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $63 | $1,220-94.8% | $1,804-96.5% | $3,332-98.1% |
| Admin fee / account holder | $1,353 | $2,302-41.2% | $2,320-41.7% | $4,645-70.9% |