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 | $36,336 | $80,705-55.0% | $115,768-68.6% | $67,986-46.6% |
| Participation rate | 10.1% | 63.0%-52.9pp | 74.4%-64.3pp | 57.2%-47.1pp |
| Annual return | 3.22% | 18.49%-15.3pp | 100.46%-97.2pp | 31.67%-28.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $229 | $3,559-93.6% | $4,917-95.4% | $3,358-93.2% |
| Admin fee / account holder | $13,559 | $4,135+227.9% | $12,439+9.0% | $3,203+323.3% |