Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,733 | $102,385-71.0% | $147,080-79.8% | $80,935-63.3% |
| Participation rate | 38.7% | 75.9%-37.2pp | 82.2%-43.5pp | 67.7%-29.0pp |
| Annual return | 9.54% | 135.09%-125.6pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $995 | $3,717-73.2% | $4,933-79.8% | $2,757-63.9% |
| Participant deferral / active EE | $783 | $6,651-88.2% | $8,066-90.3% | $4,299-81.8% |
| Admin fee / account holder | $7,363 | $7,951-7.4% | $12,989-43.3% | $6,924+6.3% |