Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,542 | $110,240-49.6% | $96,544-42.5% | $139,487-60.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 5.88% | 26.41%-20.5pp | 25.88%-20.0pp | 373.84%-368.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,526 | $5,549-72.5% | $4,851-68.5% | $6,713-77.3% |
| Admin fee / account holder | $4,779 | $11,602-58.8% | $8,254-42.1% | $11,407-58.1% |