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 | $67,764 | $98,776-31.4% | $149,745-54.7% | $79,856-15.1% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.5pp |
| Annual return | 0.26% | 27.38%-27.1pp | 276.72%-276.5pp | 31.71%-31.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,316 | $5,681-59.2% | $6,843-66.2% | $3,741-38.1% |
| Admin fee / account holder | $29,838 | $6,053+393.0% | $9,312+220.4% | $5,306+462.3% |