Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,908 | $101,778-69.6% | $164,975-81.3% | $80,925-61.8% |
| Participation rate | 14.0% | 71.8%-57.8pp | 78.6%-64.6pp | 67.7%-53.7pp |
| Annual return | 10.47% | 16.73%-6.3pp | 70.12%-59.6pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $657 | $4,477-85.3% | $6,033-89.1% | $4,299-84.7% |
| Admin fee / account holder | $6,798 | $8,221-17.3% | $12,688-46.4% | $6,940-2.1% |