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 | $45,182 | $50,554-10.6% | $67,681-33.2% | $87,485-48.4% |
| Participation rate | 36.7% | 67.7%-31.0pp | 73.7%-37.0pp | 68.9%-32.2pp |
| Annual return | 10.32% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $597 | $2,961-79.8% | $3,976-85.0% | $4,274-86.0% |
| Admin fee / account holder | $8,111 | $4,132+96.3% | $6,100+33.0% | $7,775+4.3% |