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 | $77,523-58.7% | $100,383-68.1% | $80,874-60.4% |
| Participation rate | 39.4% | 77.0%-37.6pp | 81.5%-42.1pp | 67.6%-28.3pp |
| Annual return | 9.96% | 37.21%-27.2pp | 49.26%-39.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $933 | $2,801-66.7% | $3,944-76.3% | $2,756-66.1% |
| Participant deferral / active EE | $1,284 | $6,822-81.2% | $8,086-84.1% | $4,297-70.1% |
| Admin fee / account holder | $1,896 | $5,899-67.9% | $7,900-76.0% | $6,935-72.7% |