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 | $20,757 | $56,287-63.1% | $80,977-74.4% | $62,881-67.0% |
| Participation rate | 36.8% | 68.9%-32.1pp | 75.8%-39.0pp | 69.3%-32.5pp |
| Annual return | -0.44% | 22.13%-22.6pp | 17.11%-17.5pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $513 | $4,196-87.8% | $5,696-91.0% | $3,203-84.0% |
| Admin fee / account holder | $1,190 | $3,742-68.2% | $5,517-78.4% | $4,296-72.3% |