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 | $49,929 | $79,169-36.9% | $100,415-50.3% | $74,478-33.0% |
| Participation rate | 29.3% | 79.4%-50.1pp | 81.5%-52.2pp | 67.2%-37.9pp |
| Annual return | 12.20% | 20.51%-8.3pp | 49.47%-37.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,080 | $7,751-86.1% | $8,091-86.6% | $4,350-75.2% |
| Admin fee / account holder | $3,212 | $1,337+140.2% | $7,906-59.4% | $1,946+65.1% |