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 | $22,578 | $97,125-76.8% | $86,233-73.8% | $137,256-83.6% |
| Participation rate | 29.2% | 74.2%-45.0pp | 69.0%-39.9pp | 80.0%-50.8pp |
| Annual return | 9.87% | 74.19%-64.3pp | 61.39%-51.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $300 | $5,180-94.2% | $4,559-93.4% | $6,407-95.3% |
| Admin fee / account holder | $3,210 | $9,725-67.0% | $8,342-61.5% | $12,270-73.8% |