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 | $17,581 | $27,936-37.1% | $58,561-70.0% | $75,173-76.6% |
| Participation rate | 2.5% | 38.8%-36.3pp | 50.9%-48.3pp | 67.2%-64.7pp |
| Annual return | 5.03% | 44.21%-39.2pp | 4251.33%-4246.3pp | 160.72%-155.7pp |
| Employer contribution / active EE | $89 | $670-86.7% | $1,053-91.6% | $2,671-96.7% |
| Participant deferral / active EE | $133 | $1,202-88.9% | $1,923-93.1% | $4,126-96.8% |
| Admin fee / account holder | $380 | $1,727-78.0% | $2,520-84.9% | $5,651-93.3% |