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 | $27,174 | $87,166-68.8% | $76,735-64.6% | $137,256-80.2% |
| Participation rate | 52.6% | 74.4%-21.7pp | 69.5%-16.9pp | 80.0%-27.3pp |
| Annual return | 9.07% | 26.50%-17.4pp | 29.77%-20.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $756 | $2,904-74.0% | $2,454-69.2% | $4,156-81.8% |
| Participant deferral / active EE | $958 | $4,726-79.7% | $4,088-76.6% | $6,407-85.0% |
| Admin fee / account holder | $30,858 | $8,403+267.2% | $7,189+329.2% | $12,270+151.5% |