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 | $41,736 | $86,949-52.0% | $102,460-59.3% | $80,959-48.4% |
| Participation rate | 28.9% | 72.4%-43.5pp | 76.5%-47.6pp | 67.7%-38.8pp |
| Annual return | 5.50% | 18.89%-13.4pp | 29.47%-24.0pp | 35.67%-30.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,646 | $4,121-60.1% | $5,056-67.4% | $4,300-61.7% |
| Admin fee / account holder | $5,079 | $8,048-36.9% | $9,460-46.3% | $6,925-26.7% |