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 | $47,583 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 12.23% | 74.59%-62.4pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,563 | $8,216-81.0% | $7,897-80.2% | $6,407-75.6% |
| Admin fee / account holder | $63,340 | $14,344+341.6% | $13,129+382.4% | $12,270+416.2% |