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 | $34,391 | $76,551-55.1% | $123,894-72.2% | $62,881-45.3% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 3.92% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $474 | $2,882-83.5% | $4,617-89.7% | $2,281-79.2% |
| Participant deferral / active EE | $1,845 | $4,840-61.9% | $5,984-69.2% | $3,203-42.4% |
| Admin fee / account holder | $984 | $4,826-79.6% | $8,357-88.2% | $4,296-77.1% |