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 | $11,868 | $87,166-86.4% | $76,735-84.5% | $137,256-91.4% |
| Participation rate | 69.6% | 74.4%-4.8pp | 69.5%+0.1pp | 80.0%-10.4pp |
| Annual return | 9.30% | 26.50%-17.2pp | 29.77%-20.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $418 | $4,726-91.2% | $4,088-89.8% | $6,407-93.5% |
| Admin fee / account holder | $22,947 | $8,403+173.1% | $7,189+219.2% | $12,270+87.0% |