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 | $97,648-57.6% | $121,663-66.0% | $87,485-52.7% |
| Participation rate | 25.4% | 70.5%-45.1pp | 74.5%-49.1pp | 68.9%-43.5pp |
| Annual return | 11.31% | 18.03%-6.7pp | 147.54%-136.2pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,177 | $3,923-70.0% | $4,887-75.9% | $4,274-72.5% |
| Admin fee / account holder | $11,153 | $11,100+0.5% | $14,289-22.0% | $7,775+43.4% |