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 | $58,753 | $78,197-24.9% | $98,090-40.1% | $82,637-28.9% |
| Participation rate | 14.7% | 77.5%-62.8pp | 81.5%-66.8pp | 68.1%-53.3pp |
| Annual return | 3.09% | 40.25%-37.2pp | 37.05%-34.0pp | 53.51%-50.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $864 | $6,636-87.0% | $7,845-89.0% | $4,126-79.1% |
| Admin fee / account holder | $43,756 | $14,832+195.0% | $11,815+270.3% | $7,339+496.2% |