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 | $50,014 | $70,418-29.0% | $96,570-48.2% | $85,847-41.7% |
| Participation rate | 7.7% | 61.8%-54.1pp | 69.8%-62.1pp | 69.3%-61.6pp |
| Annual return | 9.36% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $182 | $2,894-93.7% | $3,849-95.3% | $3,952-95.4% |
| Admin fee / account holder | $6,341 | $4,995+26.9% | $6,182+2.6% | $6,261+1.3% |