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 | $50,173 | $86,940-42.3% | $102,434-51.0% | $80,935-38.0% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.7%-26.3pp |
| Annual return | 7.80% | 18.89%-11.1pp | 29.46%-21.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,519 | $4,121-63.1% | $5,055-69.9% | $4,299-64.7% |
| Admin fee / account holder | $16,437 | $8,047+104.3% | $9,462+73.7% | $6,924+137.4% |