Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,570 | $72,471-57.8% | $94,215-67.6% | $86,983-64.9% |
| Participation rate | 10.0% | 63.9%-53.9pp | 70.0%-60.0pp | 69.5%-59.5pp |
| Annual return | 11.46% | 26.44%-15.0pp | 28.22%-16.8pp | 25.83%-14.4pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $751 | $3,397-77.9% | $4,276-82.4% | $4,194-82.1% |
| Admin fee / account holder | $21,527 | $6,468+232.8% | $10,216+110.7% | $7,856+174.0% |