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 | $44,646 | $76,383-41.6% | $121,663-63.3% | $64,340-30.6% |
| Participation rate | 15.3% | 60.4%-45.1pp | 74.5%-59.2pp | 55.2%-40.0pp |
| Annual return | 10.54% | 16.98%-6.4pp | 147.54%-137.0pp | 24.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $448 | $3,149-85.8% | $4,887-90.8% | $2,980-85.0% |
| Admin fee / account holder | $17,260 | $4,142+316.7% | $14,289+20.8% | $3,703+366.2% |