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 | $48,267 | $95,904-49.7% | $173,730-72.2% | $64,340-25.0% |
| Participation rate | 15.4% | 60.6%-45.2pp | 79.6%-64.2pp | 55.2%-39.9pp |
| Annual return | 5.01% | 17.47%-12.5pp | 19.96%-14.9pp | 24.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $462 | $3,488-86.7% | $6,326-92.7% | $2,980-84.5% |
| Admin fee / account holder | $2,148 | $5,089-57.8% | $17,523-87.7% | $3,703-42.0% |