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 | $24,746 | $52,279-52.7% | $89,414-72.3% | $79,852-69.0% |
| Participation rate | 11.7% | 57.5%-45.8pp | 68.0%-56.3pp | 69.6%-57.9pp |
| Annual return | 7.88% | 22.16%-14.3pp | 245.50%-237.6pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $267 | $2,740-90.2% | $3,890-93.1% | $3,740-92.9% |
| Admin fee / account holder | $23,705 | $3,356+606.3% | $4,883+385.4% | $5,306+346.7% |