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 | $40,442 | $70,684-42.8% | $169,397-76.1% | $75,177-46.2% |
| Participation rate | 16.2% | 64.8%-48.6pp | 77.2%-61.0pp | 67.2%-51.0pp |
| Annual return | 12.16% | 36.38%-24.2pp | 406.23%-394.1pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,029 | $4,310-76.1% | $6,223-83.5% | $4,126-75.1% |
| Admin fee / account holder | $9,137 | $5,404+69.1% | $9,017+1.3% | $5,651+61.7% |