Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,322 | $71,197-39.2% | $93,669-53.8% | $80,925-46.5% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.7%-31.7pp |
| Annual return | 5.00% | 11.27%-6.3pp | 133.59%-128.6pp | 35.65%-30.7pp |
| Employer contribution / active EE | $514 | $1,565-67.1% | $2,424-78.8% | $2,756-81.3% |
| Participant deferral / active EE | $779 | $4,036-80.7% | $4,416-82.4% | $4,299-81.9% |
| Admin fee / account holder | $3,994 | $6,959-42.6% | $8,291-51.8% | $6,940-42.5% |