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 | $32,581 | $80,985-59.8% | $96,576-66.3% | $75,181-56.7% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 2.96% | 27.05%-24.1pp | 25.87%-22.9pp | 160.69%-157.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,124 | $3,929-71.4% | $4,851-76.8% | $4,126-72.8% |
| Admin fee / account holder | $1,450 | $6,719-78.4% | $8,253-82.4% | $5,650-74.3% |