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 | $36,175 | $48,011-24.7% | $63,803-43.3% | $82,637-56.2% |
| Participation rate | 47.1% | 66.6%-19.5pp | 72.7%-25.6pp | 68.1%-21.0pp |
| Annual return | 8.02% | 19.84%-11.8pp | 543.72%-535.7pp | 53.51%-45.5pp |
| Employer contribution / active EE | $6,972 | $1,904+266.3% | $2,532+175.3% | $2,552+173.2% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,243 | $3,873+190.3% | $5,196+116.4% | $7,339+53.2% |