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 | $36,696 | $48,327-24.1% | $67,575-45.7% | $80,935-54.7% |
| Participation rate | 44.1% | 66.4%-22.3pp | 72.9%-28.8pp | 67.7%-23.5pp |
| Annual return | 6.30% | 18.31%-12.0pp | 3528.98%-3522.7pp | 35.66%-29.4pp |
| Employer contribution / active EE | $12,788 | $2,022+532.3% | $2,736+367.5% | $2,757+363.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,247 | $3,692+231.7% | $3,993+206.7% | $6,924+76.9% |