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 | $31,289 | $78,670-60.2% | $109,173-71.3% | $85,847-63.6% |
| Participation rate | 38.8% | 68.3%-29.5pp | 75.9%-37.1pp | 69.3%-30.5pp |
| Annual return | 10.97% | 25.09%-14.1pp | 25.75%-14.8pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,351 | $3,467-61.0% | $4,654-71.0% | $3,952-65.8% |
| Admin fee / account holder | $352 | $5,469-93.6% | $6,755-94.8% | $6,261-94.4% |