Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,859 | $130,294-60.2% | $170,043-69.5% | $71,511-27.5% |
| Participation rate | 39.2% | 86.2%-47.0pp | 87.0%-47.8pp | 67.9%-28.8pp |
| Annual return | 14.47% | 20.36%-5.9pp | 53.40%-38.9pp | 28.86%-14.4pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $744 | $6,928-89.3% | $10,410-92.9% | $4,291-82.7% |
| Admin fee / account holder | $6,601 | $966+583.1% | $12,824-48.5% | $1,588+315.6% |