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 | $46,824 | $88,186-46.9% | $165,071-71.6% | $74,459-37.1% |
| Participation rate | 60.6% | 73.1%-12.5pp | 78.6%-18.0pp | 67.2%-6.6pp |
| Annual return | 6.51% | 17.13%-10.6pp | 70.17%-63.7pp | 1369.70%-1363.2pp |
| Employer contribution / active EE | $1,032 | $2,600-60.3% | $4,347-76.3% | $2,626-60.7% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,935 | $2,234+31.4% | $12,695-76.9% | $1,945+50.9% |