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 | $37,469 | $54,763-31.6% | $90,324-58.5% | $72,976-48.7% |
| Participation rate | 21.6% | 65.2%-43.5pp | 73.3%-51.7pp | 69.5%-47.9pp |
| Annual return | 9.95% | 30.63%-20.7pp | 78.15%-68.2pp | 81.02%-71.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $451 | $2,887-84.4% | $3,885-88.4% | $3,608-87.5% |
| Admin fee / account holder | $21,693 | $3,973+445.9% | $5,356+305.0% | $5,124+323.3% |