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 | $69,507 | $78,682-11.7% | $109,188-36.3% | $85,851-19.0% |
| Participation rate | 24.4% | 68.3%-43.9pp | 75.9%-51.5pp | 69.3%-44.9pp |
| Annual return | 10.15% | 25.09%-14.9pp | 25.76%-15.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $796 | $3,468-77.0% | $4,654-82.9% | $3,952-79.9% |
| Admin fee / account holder | $17,487 | $5,470+219.7% | $6,755+158.9% | $6,261+179.3% |