Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,567 | $81,276-47.6% | $155,574-72.6% | $80,925-47.4% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.7%-55.2pp |
| Annual return | 8.72% | 33.36%-24.6pp | 64.87%-56.2pp | 35.65%-26.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $335 | $3,453-90.3% | $5,629-94.1% | $4,299-92.2% |
| Admin fee / account holder | $516 | $7,993-93.5% | $15,914-96.8% | $6,940-92.6% |