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 | $20,840 | $51,649-59.7% | $124,206-83.2% | $64,097-67.5% |
| Participation rate | 44.9% | 45.2%-0.3pp | 69.6%-24.7pp | 55.2%-10.3pp |
| Annual return | 10.25% | 19.98%-9.7pp | 515.27%-505.0pp | 34.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $456 | $2,165-78.9% | $3,968-88.5% | $3,080-85.2% |
| Admin fee / account holder | $3,571 | $4,237-15.7% | $5,929-39.8% | $3,454+3.4% |