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 | $21,197 | $110,212-80.8% | $96,534-78.0% | $139,466-84.8% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 4.15% | 26.42%-22.3pp | 25.88%-21.7pp | 373.66%-369.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,618 | $5,547-70.8% | $4,851-66.6% | $6,712-75.9% |
| Admin fee / account holder | $7,934 | $11,599-31.6% | $8,253-3.9% | $11,409-30.5% |