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 | $45,806 | $36,948+24.0% | $73,658-37.8% | $87,485-47.6% |
| Participation rate | 11.7% | 46.8%-35.1pp | 57.0%-45.4pp | 68.9%-57.2pp |
| Annual return | 2.75% | 28.64%-25.9pp | 29.72%-27.0pp | 26.06%-23.3pp |
| Employer contribution / active EE | $140 | $670-79.1% | $1,032-86.4% | $2,596-94.6% |
| Participant deferral / active EE | $240 | $1,379-82.6% | $2,062-88.4% | $4,274-94.4% |
| Admin fee / account holder | $6,419 | $2,531+153.6% | $3,357+91.2% | $7,775-17.4% |