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 | $78,520-25.2% | $96,576-39.2% | $82,448-28.7% |
| Participation rate | 14.7% | 77.7%-63.0pp | 81.4%-66.7pp | 68.1%-53.4pp |
| Annual return | 3.09% | 41.30%-38.2pp | 38.47%-35.4pp | 41.64%-38.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $864 | $6,754-87.2% | $7,956-89.1% | $4,139-79.1% |
| Admin fee / account holder | $43,756 | $13,455+225.2% | $11,381+284.5% | $7,234+504.8% |