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 | $32,424 | $88,672-63.4% | $105,223-69.2% | $82,448-60.7% |
| Participation rate | 67.5% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.6pp |
| Annual return | 12.64% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,601 | $4,036-60.3% | $5,072-68.4% | $4,139-61.3% |
| Admin fee / account holder | $10,833 | $7,146+51.6% | $8,859+22.3% | $7,234+49.7% |