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 | $35,716 | $117,829-69.7% | $102,423-65.1% | $145,877-75.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 1.51% | 31.83%-30.3pp | 29.42%-27.9pp | 551.28%-549.8pp |
| Employer contribution / active EE | $897 | $3,615-75.2% | $3,023-70.3% | $4,663-80.8% |
| Participant deferral / active EE | $897 | $5,732-84.4% | $5,054-82.3% | $6,691-86.6% |
| Admin fee / account holder | $18,442 | $13,335+38.3% | $9,455+95.1% | $13,402+37.6% |