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 | $48,930 | $67,602-27.6% | $82,312-40.6% | $70,126-30.2% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.9%-46.1pp | 69.5%-38.8pp |
| Annual return | 5.02% | 21.57%-16.5pp | 25.88%-20.9pp | 73.15%-68.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $719 | $2,987-75.9% | $3,706-80.6% | $3,332-78.4% |
| Admin fee / account holder | $4,789 | $4,512+6.2% | $5,608-14.6% | $4,645+3.1% |