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 | $37,958 | $81,262-53.3% | $155,602-75.6% | $80,911-53.1% |
| Participation rate | 11.4% | 66.2%-54.8pp | 78.2%-66.8pp | 67.6%-56.2pp |
| Annual return | 8.19% | 33.34%-25.2pp | 64.81%-56.6pp | 35.63%-27.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $219 | $3,451-93.7% | $5,629-96.1% | $4,297-94.9% |
| Admin fee / account holder | $1,063 | $7,992-86.7% | $15,923-93.3% | $6,935-84.7% |