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 | $33,031 | $61,356-46.2% | $149,696-77.9% | $71,511-53.8% |
| Participation rate | 57.0% | 62.5%-5.5pp | 78.8%-21.8pp | 67.9%-10.9pp |
| Annual return | 9.00% | 35.86%-26.9pp | 134.46%-125.5pp | 28.86%-19.9pp |
| Employer contribution / active EE | $1,379 | $2,382-42.1% | $4,821-71.4% | $2,589-46.7% |
| Participant deferral / active EE | $567 | $2,920-80.6% | $5,682-90.0% | $4,291-86.8% |
| Admin fee / account holder | $3,317 | $1,263+162.6% | $13,212-74.9% | $1,588+108.8% |