Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,960 | $100,147-71.1% | $81,286-64.4% | $145,877-80.1% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.5%-52.9pp | 80.3%-63.6pp |
| Annual return | 1.83% | 34.44%-32.6pp | 24.80%-23.0pp | 551.28%-549.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $817 | $4,607-82.3% | $3,883-79.0% | $6,691-87.8% |
| Admin fee / account holder | $2,761 | $8,201-66.3% | $5,764-52.1% | $13,402-79.4% |