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 | $61,223 | $106,749-42.6% | $145,433-57.9% | $82,448-25.7% |
| Participation rate | 61.2% | 75.6%-14.4pp | 82.1%-20.9pp | 68.1%-6.8pp |
| Annual return | 8.83% | 27.59%-18.8pp | 66.58%-57.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,289 | $6,519-64.9% | $7,897-71.0% | $4,139-44.7% |
| Admin fee / account holder | $49,723 | $8,390+492.7% | $13,129+278.7% | $7,234+587.3% |