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 | $35,654 | $80,731-55.8% | $103,378-65.5% | $74,400-52.1% |
| Participation rate | 12.2% | 65.7%-53.5pp | 74.5%-62.3pp | 67.2%-55.0pp |
| Annual return | 10.25% | 27.56%-17.3pp | 24.91%-14.7pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $852 | $3,862-77.9% | $5,058-83.2% | $4,348-80.4% |
| Admin fee / account holder | $590 | $2,369-75.1% | $8,401-93.0% | $1,944-69.6% |