Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,948 | $71,057-50.8% | $93,654-62.7% | $80,874-56.8% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.5pp |
| Annual return | 8.94% | 11.26%-2.3pp | 133.34%-124.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,003 | $4,034-75.1% | $4,413-77.3% | $4,297-76.7% |
| Admin fee / account holder | $2,317 | $6,944-66.6% | $8,282-72.0% | $6,935-66.6% |