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 | $33,040 | $42,772-22.8% | $87,502-62.2% | $55,167-40.1% |
| Participation rate | 10.7% | 66.5%-55.8pp | 73.8%-63.2pp | 69.0%-58.3pp |
| Annual return | 2.39% | 21.20%-18.8pp | 12.21%-9.8pp | 169.23%-166.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $872 | $2,342-62.8% | $3,149-72.3% | $3,054-71.5% |
| Admin fee / account holder | $14,939 | $461+3139.2% | $4,221+253.9% | $504+2864.6% |