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 | $38,392 | $80,781-52.5% | $102,437-62.5% | $74,478-48.5% |
| Participation rate | 23.5% | 65.7%-42.1pp | 74.5%-51.0pp | 67.2%-43.7pp |
| Annual return | 8.55% | 27.58%-19.0pp | 24.95%-16.4pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $788 | $3,160-75.1% | $3,871-79.6% | $2,626-70.0% |
| Participant deferral / active EE | $1,469 | $3,862-62.0% | $5,060-71.0% | $4,350-66.2% |
| Admin fee / account holder | $3,811 | $2,372+60.7% | $8,388-54.6% | $1,946+95.9% |