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 | $76,275 | $106,524-28.4% | $152,301-49.9% | $87,485-12.8% |
| Participation rate | 36.2% | 75.8%-39.5pp | 82.4%-46.2pp | 68.9%-32.7pp |
| Annual return | 11.25% | 26.89%-15.6pp | 80.50%-69.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $619 | $3,371-81.6% | $4,624-86.6% | $2,596-76.1% |
| Participant deferral / active EE | $1,500 | $6,525-77.0% | $8,004-81.3% | $4,274-64.9% |
| Admin fee / account holder | $24,666 | $8,287+197.7% | $14,398+71.3% | $7,775+217.3% |