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 | $47,187 | $81,276-41.9% | $155,574-69.7% | $80,925-41.7% |
| Participation rate | 15.4% | 66.2%-50.9pp | 78.2%-62.8pp | 67.7%-52.3pp |
| Annual return | 6.76% | 33.36%-26.6pp | 64.87%-58.1pp | 35.65%-28.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $717 | $3,453-79.2% | $5,629-87.3% | $4,299-83.3% |
| Admin fee / account holder | $12,348 | $7,993+54.5% | $15,914-22.4% | $6,940+77.9% |