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 | $64,870 | $67,602-4.0% | $82,312-21.2% | $70,126-7.5% |
| Participation rate | 46.5% | 72.8%-26.3pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 12.06% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $735 | $1,755-58.1% | $2,428-69.7% | $2,343-68.6% |
| Participant deferral / active EE | $1,320 | $2,987-55.8% | $3,706-64.4% | $3,332-60.4% |
| Admin fee / account holder | $2,600 | $4,512-42.4% | $5,608-53.6% | $4,645-44.0% |