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 | $25,231 | $86,050-70.7% | $189,758-86.7% | $94,015-73.2% |
| Participation rate | 19.5% | 68.9%-49.4pp | 79.8%-60.3pp | 70.8%-51.3pp |
| Annual return | 10.30% | 17.77%-7.5pp | 52.62%-42.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $296 | $3,349-91.2% | $5,856-94.9% | $4,249-93.0% |
| Admin fee / account holder | $1,485 | $6,627-77.6% | $20,388-92.7% | $8,951-83.4% |