Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,201 | $102,422-73.4% | $147,117-81.5% | $80,959-66.4% |
| Participation rate | 23.5% | 75.9%-52.3pp | 82.2%-58.7pp | 67.7%-44.1pp |
| Annual return | 8.25% | 135.16%-126.9pp | 420.54%-412.3pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $879 | $6,652-86.8% | $8,065-89.1% | $4,300-79.6% |
| Admin fee / account holder | $614 | $7,953-92.3% | $12,993-95.3% | $6,925-91.1% |