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 | $34,733 | $87,834-60.5% | $133,975-74.1% | $62,881-44.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 87.1%-37.1pp | 69.3%-19.3pp |
| Annual return | 2.32% | 12.05%-9.7pp | 29.29%-27.0pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,714 | $4,812-64.4% | $6,282-72.7% | $3,203-46.5% |
| Admin fee / account holder | $37,118 | $5,372+590.9% | $9,324+298.1% | $4,296+764.1% |