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 | $33,147 | $68,880-51.9% | $120,580-72.5% | $80,959-59.1% |
| Participation rate | 55.2% | 61.7%-6.5pp | 72.0%-16.8pp | 67.7%-12.5pp |
| Annual return | 7.64% | 23.68%-16.0pp | 107.48%-99.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $159 | $3,191-95.0% | $4,995-96.8% | $4,300-96.3% |
| Admin fee / account holder | $9,471 | $5,785+63.7% | $9,418+0.6% | $6,925+36.8% |