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 | $39,267 | $98,766-60.2% | $149,730-73.8% | $79,852-50.8% |
| Participation rate | 49.5% | 75.8%-26.3pp | 82.5%-33.0pp | 69.6%-20.2pp |
| Annual return | 9.01% | 27.43%-18.4pp | 276.70%-267.7pp | 31.72%-22.7pp |
| Employer contribution / active EE | $1,009 | $3,217-68.6% | $4,645-78.3% | $2,471-59.2% |
| Participant deferral / active EE | $2,367 | $5,681-58.3% | $6,843-65.4% | $3,740-36.7% |
| Admin fee / account holder | $12,498 | $6,052+106.5% | $9,310+34.2% | $5,306+135.5% |