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 | $33,504 | $89,652-62.6% | $141,197-76.3% | $65,186-48.6% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.5%-13.0pp | 70.2%-0.7pp |
| Annual return | 17.23% | 32.79%-15.6pp | 71.41%-54.2pp | 29.39%-12.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,356 | $5,691-58.6% | $6,710-64.9% | $3,514-33.0% |
| Admin fee / account holder | $3,422 | $569+501.8% | $10,265-66.7% | $847+303.8% |