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 | $34,524 | $98,776-65.0% | $149,745-76.9% | $79,856-56.8% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 10.15% | 27.38%-17.2pp | 276.72%-266.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,760 | $5,681-69.0% | $6,843-74.3% | $3,741-53.0% |
| Admin fee / account holder | $3,052 | $6,053-49.6% | $9,312-67.2% | $5,306-42.5% |