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 | $24,515 | $58,627-58.2% | $76,735-68.1% | $82,448-70.3% |
| Participation rate | 51.6% | 63.2%-11.6pp | 69.5%-17.9pp | 68.1%-16.5pp |
| Annual return | 12.23% | 39.10%-26.9pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,029 | $3,134-67.2% | $4,088-74.8% | $4,139-75.1% |
| Admin fee / account holder | $3,416 | $5,323-35.8% | $7,189-52.5% | $7,234-52.8% |