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 | $47,375 | $81,331-41.8% | $155,534-69.5% | $80,935-41.5% |
| Participation rate | 44.3% | 66.3%-21.9pp | 78.2%-33.9pp | 67.7%-23.3pp |
| Annual return | 9.58% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $446 | $3,105-85.6% | $4,675-90.5% | $2,757-83.8% |
| Participant deferral / active EE | $856 | $3,454-75.2% | $5,630-84.8% | $4,299-80.1% |
| Admin fee / account holder | $3,349 | $7,999-58.1% | $15,900-78.9% | $6,924-51.6% |