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 | $64,121 | $81,487-21.3% | $102,412-37.4% | $80,935-20.8% |
| Participation rate | 6.7% | 66.8%-60.2pp | 74.5%-67.8pp | 67.7%-61.0pp |
| Annual return | 8.49% | 25.60%-17.1pp | 24.94%-16.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $64 | $3,871-98.4% | $5,060-98.7% | $4,299-98.5% |
| Admin fee / account holder | $607 | $6,717-91.0% | $8,388-92.8% | $6,924-91.2% |