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 | $46,979 | $81,487-42.3% | $102,412-54.1% | $80,935-42.0% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 9.64% | 25.60%-16.0pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $721 | $3,871-81.4% | $5,060-85.7% | $4,299-83.2% |
| Admin fee / account holder | $27,173 | $6,717+304.5% | $8,388+224.0% | $6,924+292.4% |