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 | $70,344 | $122,063-42.4% | $184,256-61.8% | $74,478-5.6% |
| Participation rate | 37.9% | 85.5%-47.5pp | 86.8%-48.9pp | 67.2%-29.3pp |
| Annual return | 11.32% | 19.92%-8.6pp | 28.85%-17.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,938 | $7,144-72.9% | $9,133-78.8% | $4,350-55.5% |
| Admin fee / account holder | $8,994 | $1,253+618.0% | $13,899-35.3% | $1,946+362.2% |