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 | $26,762 | $89,364-70.1% | $141,177-81.0% | $72,983-63.3% |
| Participation rate | 37.0% | 75.1%-38.2pp | 82.5%-45.5pp | 69.5%-32.5pp |
| Annual return | 13.91% | 111.86%-97.9pp | 71.40%-57.5pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,987 | $5,419-63.3% | $6,710-70.4% | $3,608-44.9% |
| Admin fee / account holder | $16,976 | $5,959+184.9% | $10,263+65.4% | $5,124+231.3% |