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 | $37,046 | $88,672-58.2% | $105,223-64.8% | $82,448-55.1% |
| Participation rate | 52.3% | 67.9%-15.6pp | 75.0%-22.7pp | 68.1%-15.8pp |
| Annual return | 8.45% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $938 | $3,048-69.2% | $3,689-74.6% | $2,551-63.2% |
| Participant deferral / active EE | $1,501 | $4,036-62.8% | $5,072-70.4% | $4,139-63.7% |
| Admin fee / account holder | $3,165 | $7,146-55.7% | $8,859-64.3% | $7,234-56.3% |