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 | $47,130 | $72,012-34.6% | $185,827-74.6% | $79,858-41.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 9.19% | 23.12%-13.9pp | 35.96%-26.8pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $476 | $3,779-87.4% | $5,633-91.6% | $3,740-87.3% |
| Admin fee / account holder | $4,703 | $4,513+4.2% | $9,502-50.5% | $5,306-11.4% |