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 | $48,010 | $60,349-20.4% | $74,184-35.3% | $62,881-23.7% |
| Participation rate | 35.3% | 72.7%-37.4pp | 76.6%-41.3pp | 69.3%-34.0pp |
| Annual return | 2.76% | 21.38%-18.6pp | 17.74%-15.0pp | 20.14%-17.4pp |
| Employer contribution / active EE | $490 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $1,139 | $2,856-60.1% | $3,550-67.9% | $3,203-64.4% |
| Admin fee / account holder | $2,757 | $4,261-35.3% | $5,586-50.6% | $4,296-35.8% |