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 | $32,003 | $77,472-58.7% | $100,415-68.1% | $80,959-60.5% |
| Participation rate | 39.4% | 76.9%-37.6pp | 81.5%-42.1pp | 67.7%-28.3pp |
| Annual return | 9.96% | 37.26%-27.3pp | 49.47%-39.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $933 | $2,800-66.7% | $3,943-76.3% | $2,757-66.1% |
| Participant deferral / active EE | $1,284 | $6,818-81.2% | $8,091-84.1% | $4,300-70.1% |
| Admin fee / account holder | $1,896 | $5,885-67.8% | $7,906-76.0% | $6,925-72.6% |