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 | $33,473 | $116,203-71.2% | $93,621-64.2% | $152,909-78.1% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 3.75% | 35.96%-32.2pp | 32.76%-29.0pp | 345.46%-341.7pp |
| Employer contribution / active EE | $546 | $3,219-83.0% | $2,719-79.9% | $4,764-88.5% |
| Participant deferral / active EE | $1,092 | $4,605-76.3% | $4,070-73.2% | $5,851-81.3% |
| Admin fee / account holder | $2,853 | $10,751-73.5% | $7,890-63.8% | $11,601-75.4% |