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 | $46,711 | $111,878-58.2% | $93,727-50.2% | $145,897-68.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 3.45% | 204.28%-200.8pp | 133.83%-130.4pp | 552.29%-548.8pp |
| Employer contribution / active EE | $828 | $3,092-73.2% | $2,421-65.8% | $4,663-82.2% |
| Participant deferral / active EE | $1,012 | $4,920-79.4% | $4,417-77.1% | $6,689-84.9% |
| Admin fee / account holder | $140,875 | $10,256+1273.5% | $8,292+1599.0% | $13,390+952.1% |