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 | $45,161 | $95,453-52.7% | $112,040-59.7% | $82,448-45.2% |
| Participation rate | 60.3% | 72.8%-12.4pp | 76.5%-16.2pp | 68.1%-7.8pp |
| Annual return | 11.03% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $947 | $2,318-59.1% | $2,954-67.9% | $2,551-62.9% |
| Participant deferral / active EE | $1,276 | $4,224-69.8% | $5,098-75.0% | $4,139-69.2% |
| Admin fee / account holder | $2,158 | $9,013-76.1% | $12,098-82.2% | $7,234-70.2% |