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 | $51,825 | $79,209-34.6% | $102,434-49.4% | $74,459-30.4% |
| Participation rate | 45.0% | 74.8%-29.8pp | 76.5%-31.5pp | 67.2%-22.2pp |
| Annual return | 8.64% | 54.98%-46.3pp | 29.46%-20.8pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $1,051 | $2,362-55.5% | $3,023-65.2% | $2,626-60.0% |
| Participant deferral / active EE | $1,650 | $4,417-62.7% | $5,055-67.4% | $4,350-62.1% |
| Admin fee / account holder | $13,894 | $2,002+594.1% | $9,462+46.8% | $1,945+614.4% |