Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,965 | $37,446-57.4% | $77,552-79.4% | $79,856-80.0% |
| Participation rate | 17.6% | 41.5%-23.9pp | 54.2%-36.5pp | 69.6%-52.0pp |
| Annual return | 5.86% | 39.76%-33.9pp | 54.82%-49.0pp | 31.71%-25.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $266 | $1,261-78.9% | $1,861-85.7% | $3,741-92.9% |
| Admin fee / account holder | $437 | $2,506-82.6% | $2,859-84.7% | $5,306-91.8% |