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 | $70,449 | $76,669-8.1% | $96,520-27.0% | $71,495-1.5% |
| Participation rate | 16.7% | 66.6%-49.9pp | 74.3%-57.7pp | 67.9%-51.3pp |
| Annual return | 10.79% | 48.29%-37.5pp | 35.72%-24.9pp | 28.85%-18.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $732 | $3,771-80.6% | $4,879-85.0% | $4,291-82.9% |
| Admin fee / account holder | $16,953 | $2,028+735.9% | $6,733+151.8% | $1,588+967.8% |