Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,702 | $48,570-22.4% | $130,660-71.1% | $72,975-48.3% |
| Participation rate | 31.8% | 58.6%-26.8pp | 71.7%-39.9pp | 69.5%-37.7pp |
| Annual return | 12.60% | 38.63%-26.0pp | 1709.29%-1696.7pp | 81.01%-68.4pp |
| Employer contribution / active EE | $377 | $1,334-71.8% | $4,092-90.8% | $2,440-84.6% |
| Participant deferral / active EE | $771 | $2,384-67.6% | $3,603-78.6% | $3,608-78.6% |
| Admin fee / account holder | $2,357 | $3,549-33.6% | $5,463-56.9% | $5,124-54.0% |