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 | $32,866 | $88,672-62.9% | $105,223-68.8% | $82,448-60.1% |
| Participation rate | 48.8% | 67.9%-19.1pp | 75.0%-26.2pp | 68.1%-19.3pp |
| Annual return | 11.63% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,349 | $3,048-55.7% | $3,689-63.4% | $2,551-47.1% |
| Participant deferral / active EE | $1,070 | $4,036-73.5% | $5,072-78.9% | $4,139-74.2% |
| Admin fee / account holder | $2,418 | $7,146-66.2% | $8,859-72.7% | $7,234-66.6% |