Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,357 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 5.9% | 66.4%-60.5pp | 77.8%-71.9pp | 68.1%-62.2pp |
| Annual return | 4.85% | 39.99%-35.1pp | 62.79%-57.9pp | 41.64%-36.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $235 | $3,214-92.7% | $5,453-95.7% | $4,139-94.3% |
| Admin fee / account holder | $49,220 | $6,352+674.9% | $14,116+248.7% | $7,234+580.4% |