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 | $23,007 | $54,757-58.0% | $90,304-74.5% | $72,975-68.5% |
| Participation rate | 37.0% | 65.2%-28.1pp | 73.3%-36.2pp | 69.5%-32.5pp |
| Annual return | 2.70% | 30.63%-27.9pp | 78.13%-75.4pp | 81.01%-78.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $788 | $2,887-72.7% | $3,885-79.7% | $3,608-78.2% |
| Admin fee / account holder | $2,493 | $3,973-37.2% | $5,354-53.4% | $5,124-51.3% |