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 | $20,850 | $57,828-63.9% | $117,039-82.2% | $70,126-70.3% |
| Participation rate | 32.3% | 67.1%-34.9pp | 77.2%-44.9pp | 69.5%-37.3pp |
| Annual return | 8.17% | 17.55%-9.4pp | 18.95%-10.8pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $563 | $2,438-76.9% | $3,929-85.7% | $3,332-83.1% |
| Admin fee / account holder | $22,193 | $3,548+525.5% | $5,974+271.5% | $4,645+377.7% |