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 | $29,437 | $106,749-72.4% | $145,433-79.8% | $82,448-64.3% |
| Participation rate | 8.7% | 75.6%-67.0pp | 82.1%-73.4pp | 68.1%-59.4pp |
| Annual return | 6.24% | 27.59%-21.3pp | 66.58%-60.3pp | 41.64%-35.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $149 | $6,519-97.7% | $7,897-98.1% | $4,139-96.4% |
| Admin fee / account holder | $65,031 | $8,390+675.1% | $13,129+395.3% | $7,234+798.9% |