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 | $15,153 | $81,233-81.3% | $155,567-90.3% | $80,874-81.3% |
| Participation rate | 20.3% | 66.2%-45.9pp | 78.2%-57.9pp | 67.6%-47.4pp |
| Annual return | 4.31% | 33.33%-29.0pp | 64.74%-60.4pp | 35.62%-31.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $230 | $3,452-93.3% | $5,628-95.9% | $4,297-94.6% |
| Admin fee / account holder | $10,902 | $7,998+36.3% | $15,916-31.5% | $6,935+57.2% |