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 | $10,605 | $100,279-89.4% | $81,353-87.0% | $145,884-92.7% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 7.21% | 34.49%-27.3pp | 24.82%-17.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $389 | $4,611-91.6% | $3,885-90.0% | $6,690-94.2% |
| Admin fee / account holder | $1,670 | $8,206-79.7% | $5,766-71.0% | $13,392-87.5% |