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 | $27,750 | $102,429-72.9% | $147,096-81.1% | $80,925-65.7% |
| Participation rate | 32.7% | 75.9%-43.2pp | 82.2%-49.5pp | 67.7%-35.0pp |
| Annual return | 5.16% | 135.02%-129.9pp | 419.75%-414.6pp | 35.65%-30.5pp |
| Employer contribution / active EE | $875 | $3,716-76.5% | $4,936-82.3% | $2,756-68.3% |
| Participant deferral / active EE | $1,965 | $6,649-70.4% | $8,071-75.7% | $4,299-54.3% |
| Admin fee / account holder | $17,561 | $7,957+120.7% | $13,005+35.0% | $6,940+153.0% |