Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,763 | $76,368-89.8% | $67,681-88.5% | $154,746-95.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 5.35% | 1066.77%-1061.4pp | 590.58%-585.2pp | 172.34%-167.0pp |
| Employer contribution / active EE | $729 | $3,151-76.9% | $2,678-72.8% | $4,379-83.4% |
| Participant deferral / active EE | $729 | $4,824-84.9% | $3,976-81.7% | $6,730-89.2% |
| Admin fee / account holder | $17,663 | $8,559+106.4% | $6,100+189.6% | $14,365+23.0% |