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 | $33,058 | $81,331-59.4% | $155,534-78.7% | $80,935-59.2% |
| Participation rate | 53.1% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 7.33% | 33.37%-26.0pp | 64.92%-57.6pp | 35.66%-28.3pp |
| Employer contribution / active EE | $814 | $3,105-73.8% | $4,675-82.6% | $2,757-70.5% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,271 | $7,999-34.1% | $15,900-66.8% | $6,924-23.9% |