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 | $15,754 | $123,155-87.2% | $108,753-85.5% | $155,188-89.8% |
| Participation rate | 53.3% | 75.6%-22.3pp | 71.1%-17.8pp | 80.8%-27.5pp |
| Annual return | 5.54% | 44.73%-39.2pp | 37.47%-31.9pp | 148.84%-143.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $305 | $4,623-93.4% | $4,115-92.6% | $6,531-95.3% |
| Admin fee / account holder | $11,598 | $12,126-4.4% | $10,320+12.4% | $14,480-19.9% |