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 | $32,664 | $76,407-57.3% | $150,298-78.3% | $82,448-60.4% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 11.84% | 39.99%-28.2pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $583 | $2,614-77.7% | $4,154-86.0% | $2,551-77.1% |
| Participant deferral / active EE | $748 | $3,214-76.7% | $5,453-86.3% | $4,139-81.9% |
| Admin fee / account holder | $1,940 | $6,352-69.5% | $14,116-86.3% | $7,234-73.2% |