Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,798 | $55,458-26.4% | $76,030-46.3% | $77,762-47.5% |
| Participation rate | 23.8% | 63.6%-39.8pp | 69.1%-45.3pp | 70.6%-46.8pp |
| Annual return | 10.22% | 17.10%-6.9pp | 361.54%-351.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $481 | $1,792-73.2% | $2,688-82.1% | $2,728-82.4% |
| Participant deferral / active EE | $1,106 | $3,454-68.0% | $4,257-74.0% | $4,651-76.2% |
| Admin fee / account holder | $1,555 | $411+278.4% | $6,421-75.8% | $433+259.1% |