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 | $63,480 | $74,535-14.8% | $100,712-37.0% | $82,637-23.2% |
| Participation rate | 31.3% | 61.2%-29.9pp | 69.3%-38.0pp | 68.1%-36.8pp |
| Annual return | 10.31% | 18.92%-8.6pp | 33.27%-23.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $447 | $1,503-70.2% | $2,313-80.7% | $2,552-82.5% |
| Participant deferral / active EE | $642 | $3,074-79.1% | $4,085-84.3% | $4,126-84.4% |
| Admin fee / account holder | $21,681 | $6,576+229.7% | $9,256+134.2% | $7,339+195.4% |