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 | $49,452 | $138,393-64.3% | $184,256-73.2% | $80,959-38.9% |
| Participation rate | 23.3% | 83.9%-60.6pp | 86.8%-63.5pp | 67.7%-44.3pp |
| Annual return | 10.72% | 20.01%-9.3pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $779 | $7,076-89.0% | $9,133-91.5% | $4,300-81.9% |
| Admin fee / account holder | $5,229 | $10,489-50.2% | $13,899-62.4% | $6,925-24.5% |