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 | $14,684 | $60,454-75.7% | $81,844-82.1% | $74,459-80.3% |
| Participation rate | 41.2% | 63.0%-21.8pp | 72.4%-31.2pp | 67.2%-26.0pp |
| Annual return | 8.36% | 16.87%-8.5pp | 778.87%-770.5pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $1,019 | $2,630-61.3% | $2,916-65.1% | $2,626-61.2% |
| Participant deferral / active EE | $277 | $3,398-91.8% | $4,323-93.6% | $4,350-93.6% |
| Admin fee / account holder | $10,320 | $1,490+592.4% | $7,355+40.3% | $1,945+430.7% |