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 | $56,591 | $100,003-43.4% | $146,685-61.4% | $85,856-34.1% |
| Participation rate | 40.5% | 73.1%-32.6pp | 80.1%-39.6pp | 69.3%-28.8pp |
| Annual return | 6.78% | 18.93%-12.2pp | 22.75%-16.0pp | 318.58%-311.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $930 | $4,006-76.8% | $5,507-83.1% | $3,952-76.5% |
| Admin fee / account holder | $23,213 | $7,704+201.3% | $10,281+125.8% | $6,261+270.8% |