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 | $45,414 | $86,919-47.8% | $102,457-55.7% | $80,911-43.9% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.6%+0.9pp |
| Annual return | 5.18% | 18.90%-13.7pp | 29.41%-24.2pp | 35.63%-30.5pp |
| Employer contribution / active EE | $1,444 | $2,368-39.0% | $3,022-52.2% | $2,756-47.6% |
| Participant deferral / active EE | $1,640 | $4,119-60.2% | $5,054-67.6% | $4,297-61.8% |
| Admin fee / account holder | $28,849 | $8,049+258.4% | $9,451+205.2% | $6,935+316.0% |