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 | $46,169 | $64,890-28.9% | $134,172-65.6% | $67,986-32.1% |
| Participation rate | 25.4% | 48.5%-23.2pp | 72.5%-47.1pp | 57.2%-31.9pp |
| Annual return | 10.25% | 16.12%-5.9pp | 25.30%-15.1pp | 31.67%-21.4pp |
| Employer contribution / active EE | $994 | $1,360-26.9% | $3,420-70.9% | $2,019-50.8% |
| Participant deferral / active EE | $482 | $2,289-79.0% | $4,690-89.7% | $3,358-85.7% |
| Admin fee / account holder | $992 | $3,140-68.4% | $12,016-91.7% | $3,203-69.0% |