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 | $37,424 | $99,168-62.3% | $96,534-61.2% | $74,460-49.7% |
| Participation rate | 6.4% | 80.7%-74.3pp | 76.0%-69.6pp | 70.7%-64.4pp |
| Annual return | 11.85% | 22.40%-10.6pp | 25.88%-14.0pp | 34.38%-22.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $224 | $4,936-95.5% | $4,851-95.4% | $4,530-95.1% |
| Admin fee / account holder | $7,870 | $225+3400.5% | $8,253-4.6% | $348+2162.8% |