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 | $46,830 | $117,829-60.3% | $102,423-54.3% | $145,877-67.9% |
| Participation rate | 29.2% | 78.6%-49.4pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 6.68% | 31.83%-25.2pp | 29.42%-22.7pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,189 | $5,732-79.3% | $5,054-76.5% | $6,691-82.2% |
| Admin fee / account holder | $30,483 | $13,335+128.6% | $9,455+222.4% | $13,402+127.4% |