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 | $35,008 | $57,119-38.7% | $85,187-58.9% | $80,935-56.7% |
| Participation rate | 8.6% | 56.4%-47.8pp | 67.5%-59.0pp | 67.7%-59.1pp |
| Annual return | 4.47% | 21.70%-17.2pp | 66.67%-62.2pp | 35.66%-31.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $335 | $3,115-89.3% | $4,525-92.6% | $4,299-92.2% |
| Admin fee / account holder | $135,816 | $4,990+2621.8% | $6,162+2104.1% | $6,924+1861.4% |