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 | $34,724 | $52,639-34.0% | $185,117-81.2% | $62,293-44.3% |
| Participation rate | 11.5% | 63.9%-52.3pp | 77.3%-65.7pp | 69.5%-58.0pp |
| Annual return | 11.75% | 19.57%-7.8pp | 40.50%-28.8pp | 28.90%-17.2pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $528 | $3,097-83.0% | $5,045-89.5% | $3,169-83.3% |
| Admin fee / account holder | $1,977 | $374+429.2% | $8,159-75.8% | $479+312.5% |