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 | $36,599 | $89,370-59.0% | $141,197-74.1% | $72,976-49.8% |
| Participation rate | 23.8% | 75.1%-51.3pp | 82.5%-58.7pp | 69.5%-45.7pp |
| Annual return | 15.38% | 111.88%-96.5pp | 71.41%-56.0pp | 81.02%-65.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,293 | $5,419-76.1% | $6,710-80.7% | $3,608-64.2% |
| Admin fee / account holder | $7,434 | $5,957+24.8% | $10,265-27.6% | $5,124+45.1% |