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 | $10,122 | $81,262-87.5% | $155,602-93.5% | $80,911-87.5% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 8.99% | 33.34%-24.4pp | 64.81%-55.8pp | 35.63%-26.6pp |
| Employer contribution / active EE | $3,234 | $3,102+4.3% | $4,675-30.8% | $2,756+17.3% |
| Participant deferral / active EE | $296 | $3,451-91.4% | $5,629-94.7% | $4,297-93.1% |
| Admin fee / account holder | $706 | $7,992-91.2% | $15,923-95.6% | $6,935-89.8% |