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 | $50,891 | $78,520-35.2% | $96,576-47.3% | $82,448-38.3% |
| Participation rate | 36.7% | 77.7%-41.1pp | 81.4%-44.8pp | 68.1%-31.4pp |
| Annual return | 8.37% | 41.30%-32.9pp | 38.47%-30.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,017 | $6,754-84.9% | $7,956-87.2% | $4,139-75.4% |
| Admin fee / account holder | $6,687 | $13,455-50.3% | $11,381-41.2% | $7,234-7.6% |