Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,543 | $77,814-11.9% | $158,223-56.7% | $86,983-21.2% |
| Participation rate | 6.0% | 68.4%-62.4pp | 79.2%-73.2pp | 69.5%-63.5pp |
| Annual return | 7.01% | 30.54%-23.5pp | 52.09%-45.1pp | 25.83%-18.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $433 | $3,270-86.7% | $5,467-92.1% | $4,194-89.7% |
| Admin fee / account holder | $18,137 | $5,879+208.5% | $16,047+13.0% | $7,856+130.9% |