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 | $41,423 | $94,031-55.9% | $115,768-64.2% | $82,448-49.8% |
| Participation rate | 25.4% | 70.4%-45.0pp | 74.4%-49.0pp | 68.1%-42.7pp |
| Annual return | 11.31% | 20.61%-9.3pp | 100.46%-89.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,177 | $3,972-70.4% | $4,917-76.1% | $4,139-71.6% |
| Admin fee / account holder | $11,153 | $10,249+8.8% | $12,439-10.3% | $7,234+54.2% |