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 | $32,467 | $81,331-60.1% | $155,534-79.1% | $80,935-59.9% |
| Participation rate | 48.4% | 66.3%-17.9pp | 78.2%-29.8pp | 67.7%-19.3pp |
| Annual return | 5.66% | 33.37%-27.7pp | 64.92%-59.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $2,199 | $3,105-29.2% | $4,675-53.0% | $2,757-20.2% |
| Participant deferral / active EE | $23 | $3,454-99.3% | $5,630-99.6% | $4,299-99.5% |
| Admin fee / account holder | $11,115 | $7,999+38.9% | $15,900-30.1% | $6,924+60.5% |