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 | $28,153 | $63,355-55.6% | $91,994-69.4% | $72,983-61.4% |
| Participation rate | 23.1% | 72.5%-49.4pp | 78.6%-55.6pp | 69.5%-46.4pp |
| Annual return | 15.24% | 35.35%-20.1pp | 69.03%-53.8pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $655 | $4,883-86.6% | $5,923-88.9% | $3,608-81.8% |
| Admin fee / account holder | $1,202 | $4,668-74.3% | $7,743-84.5% | $5,124-76.6% |