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 | $48,956 | $95,453-48.7% | $112,040-56.3% | $82,448-40.6% |
| Participation rate | 22.9% | 72.8%-49.9pp | 76.5%-53.6pp | 68.1%-45.2pp |
| Annual return | 6.40% | 23.92%-17.5pp | 24.52%-18.1pp | 41.64%-35.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,783 | $4,224-57.8% | $5,098-65.0% | $4,139-56.9% |
| Admin fee / account holder | $27,050 | $9,013+200.1% | $12,098+123.6% | $7,234+273.9% |