Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,399 | $45,343-79.3% | $150,298-93.7% | $67,986-86.2% |
| Participation rate | 7.9% | 51.9%-44.0pp | 77.8%-69.9pp | 57.2%-49.3pp |
| Annual return | 5.20% | 33.28%-28.1pp | 62.79%-57.6pp | 31.67%-26.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $358 | $2,055-82.6% | $5,453-93.4% | $3,358-89.3% |
| Admin fee / account holder | $6,210 | $2,250+176.0% | $14,116-56.0% | $3,203+93.9% |