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 | $31,337 | $95,415-67.2% | $185,851-83.1% | $85,851-63.5% |
| Participation rate | 32.1% | 68.8%-36.6pp | 81.7%-49.6pp | 69.3%-37.2pp |
| Annual return | 8.52% | 23.59%-15.1pp | 122.11%-113.6pp | 318.63%-310.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $869 | $3,424-74.6% | $5,569-84.4% | $3,952-78.0% |
| Admin fee / account holder | $654 | $7,215-90.9% | $16,245-96.0% | $6,261-89.6% |