Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,240 | $65,428-27.8% | $169,390-72.1% | $71,511-33.9% |
| Participation rate | 40.5% | 66.9%-26.4pp | 77.2%-36.7pp | 67.9%-27.5pp |
| Annual return | 14.76% | 21.35%-6.6pp | 406.07%-391.3pp | 28.86%-14.1pp |
| Employer contribution / active EE | $988 | $2,064-52.1% | $4,013-75.4% | $2,589-61.9% |
| Participant deferral / active EE | $1,630 | $4,360-62.6% | $6,222-73.8% | $4,291-62.0% |
| Admin fee / account holder | $5,963 | $1,328+349.1% | $9,015-33.9% | $1,588+275.4% |