Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,035 | $85,515-45.0% | $112,040-58.0% | $67,986-30.8% |
| Participation rate | 26.7% | 68.2%-41.5pp | 76.5%-49.8pp | 57.2%-30.5pp |
| Annual return | 10.75% | 29.68%-18.9pp | 24.52%-13.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $761 | $2,191-65.3% | $2,954-74.3% | $2,019-62.3% |
| Participant deferral / active EE | $1,465 | $4,014-63.5% | $5,098-71.3% | $3,358-56.4% |
| Admin fee / account holder | $2,632 | $3,774-30.2% | $12,098-78.2% | $3,203-17.8% |